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Building 2WAGNER INVESTMENT MANAGEMENT INC.

Map pinDENVER, CO
Phone303-777-1800
NotebookSEC #801-14822
Total AUM
$855.4M
Employees
31
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3200 CHERRY CREEK SOUTH DR. SUITE 240
DENVER
CO 80209
United States
Operating Hours
8:00 A.M. TO 4:15 P.M.
Monday - Friday
Phone
303-777-1800

ReceiptFinancials

Total AUM
$855.4M
Accounts
434
Discretionary
$250.3M
Accounts
415
Non-Discretionary
$605.1M
Accounts
19

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOTX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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