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Building 2TRAILWISE FINANCIAL PARTNERS, LLC

Map pinGOLDEN, CO
Phone720-463-2850
NotebookSEC #801-135454
Total AUM
$144.8M
Employees
4
Clients
203

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1536 COLE BOULEVARD
SUITE 205
GOLDEN
CO 80401
United States
Operating Hours
9:00 AM- 5:00 PM
Monday - Friday
Phone
720-463-2850
Other Offices
1

ReceiptFinancials

Total AUM
$144.8M
Accounts
666
Discretionary
$137.4M
Accounts
593
Non-Discretionary
$7.4M
Accounts
73

ContactClients

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Individual Clients
146
AUM
$43.3M
HNW Individual Clients
51
AUM
$95.7M
Pension/Profit Sharing Plan Clients
6
AUM
$5.8M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
COLATX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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