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Building 2PERSONAL BENEFIT SERVICES OF COLORADO, INC.

Map pinWHEATRIDGE, CO
Phone303-424-2100
NotebookSEC #801-33235
Total AUM
$33.4M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4875 WARD RD, BLDG 4
WHEATRIDGE
CO 80033
USA
Operating Hours
8AM TO 5PM
Monday - Friday
Phone
303-424-2100

ReceiptFinancials

Total AUM
$33.4M
Accounts
490
Discretionary
$0
Accounts
0
Non-Discretionary
$33.4M
Accounts
490

ContactClients

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None reported

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCO

HandshakeAffiliates

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

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