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Building 2CORUNDUM GROUP, INC.

Map pinCOLORADO SPRINGS, CO
Phone719-228-1080
NotebookSEC #801-42281
Total AUM
$1.7B
Employees
12
Clients
158

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1 SOUTH NEVADA
SUITE 200
COLORADO SPRINGS
CO 80903
United States
Operating Hours
8:30 A.M. TO 5:00 P.M.
Monday - Friday
Phone
719-228-1080

ReceiptFinancials

Total AUM
$1.7B
Accounts
495
Discretionary
$1.7B
Accounts
474
Non-Discretionary
$8.2M
Accounts
21

ContactClients

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Individual Clients
48
AUM
$14.6M
HNW Individual Clients
76
AUM
$563M
Pooled Vehicle Clients
18
AUM
$1B
Pension/Profit Sharing Plan Clients
1
AUM
$0
Charitable Organization Clients
10
AUM
$85M
Corporation or Business Clients
5
AUM
$31.5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
COFLTX

HandshakeAffiliates

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

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