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JANICZEK WEALTH MANAGEMENT
DENVER, CO
303-721-7000
SEC #801-37889Total AUM
$1.1B
Employees
10Clients
371Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
7001 E. BELLEVIEW AVENUE
SUITE 600
DENVER
CO 80237
United States
SUITE 600
DENVER
CO 80237
United States
Operating Hours
8:00 A.M. -5:00 P.M.
Monday - Friday
Monday - Friday
Phone
303-721-7000
Other Offices
2
Financials
Total AUM
$1.1B
Accounts
1,397Discretionary
$1.1B
Accounts
1,397Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
159AUM
$55.2M
HNW Individual Clients
206AUM
$716.5M
Charitable Organization Clients
5AUM
$25.7M
Investment Advisor Clients
1AUM
$325.2M
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementOther ServicesPension ConsultingPooled Vehicle Portfolio ManagementPublications
Other Services
THE WEALTH WITH EASE SYSTEM CONSISTS OF PROPRIETARY FINANCIAL ANALYSIS, TOOLS AND SERVICES DESIGNED TO AID INVESTORS.
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based
Compliance
Disclosures
None reported
State Registrations
AZCACOFLGAILLANENHNVTX
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.