1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2PURPOSEFUL FINANCIAL AND LEGACY PLANNING

Map pin
Phone970-443-1873
NotebookSEC #801-135621
Total AUM
$107.1M
Employees
5
Clients
91

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
970-443-1873

ReceiptFinancials

Total AUM
$107.1M
Accounts
336
Discretionary
$0
Accounts
0
Non-Discretionary
$107.1M
Accounts
336

ContactClients

View more in analytics →

Individual Clients
60
AUM
$18.3M
HNW Individual Clients
30
AUM
$88.6M
Pension/Profit Sharing Plan Clients
1
AUM
$192.3K

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CO

HandshakeAffiliates

View all affiliates →

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

Feature requires an account