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Building 2ATON ADVISORS, LLC

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Phone(303) 957-5685
NotebookSEC #801-135573
Total AUM
$116.4M
Employees
2
Clients
73

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT
BY APPOINTMENT
Phone
(303) 957-5685

ReceiptFinancials

Total AUM
$116.4M
Accounts
280
Discretionary
$116.4M
Accounts
280
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
35
AUM
$15.4M
HNW Individual Clients
37
AUM
$81.9M
Charitable Organization Clients
1
AUM
$19.1M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCOLATX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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