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Building 2THE WEALTH CONSERVANCY, INC.

Map pinBOULDER, CO
Phone303-444-1919
NotebookSEC #801-19008
Total AUM
$260M
Employees
6
Clients
48

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2355 CANYON BLVD
SUITE 204
BOULDER
CO 80302
United States
Operating Hours
9:00AM - 3:00PM
Monday - Friday
Phone
303-444-1919

ReceiptFinancials

Total AUM
$260M
Accounts
220
Discretionary
$151M
Accounts
157
Non-Discretionary
$109M
Accounts
63

ContactClients

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Individual Clients
26
AUM
$13.3M
HNW Individual Clients
21
AUM
$227.8M
Corporation or Business Clients
1
AUM
$18.9M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementOther ServicesPublications
Other Services
WEALTH COACHING
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
PROJECT RATE

Shield checkCompliance

Disclosures

None reported

State Registrations
CONHTX

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

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