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Building 2TOWLE & CO

Map pinDENVER, CO
Phone303-731-2494
NotebookSEC #801-16622
Total AUM
$473.7M
Employees
9
Clients
32

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
720 S. COLORADO BLVD
SUITE 730-S
DENVER
CO 80246
United States
Operating Hours
8:30AM-4PM (MOUNTAIN)
Monday - Friday
Phone
303-731-2494
Other Offices
1

ReceiptFinancials

Total AUM
$473.7M
Accounts
31
Discretionary
$473.7M
Accounts
31
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
17
AUM
$51.4M
Investment Company Clients
2
AUM
$168.7M
Pooled Vehicle Clients
3
AUM
$152.6M
Pension/Profit Sharing Plan Clients
1
AUM
$4.4M
Charitable Organization Clients
7
AUM
$73.2M
Government Entity Clients
1
AUM
$23.5M
Other Clients
1
AUM
$0
Description of Other Clients
MODEL DELIVERY PROGRAM

Briefcase businessServices

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Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
COMOTX

HandshakeAffiliates

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

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