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Building 2DENVER INVESTMENTS

Map pinDENVER, CO
Phone303-312-5000
NotebookSEC #801-47933
Total AUM
$7B
Employees
80
Clients
1,222

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
370 17TH STREET
SUITE 5000
DENVER
CO 80202
United States
Operating Hours
7:30AM TO 5:00PM
Monday - Friday
Phone
303-312-5000
Other Offices
1

ReceiptFinancials

Total AUM
$7B
Accounts
1,222
Discretionary
$7B
Accounts
1,222
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
118
AUM
$41.9M
HNW Individual Clients
980
AUM
$1.3B
Investment Company Clients
16
AUM
$2.4B
Pooled Vehicle Clients
1
AUM
$24.7M
Pension/Profit Sharing Plan Clients
29
AUM
$1.6B
Charitable Organization Clients
35
AUM
$207.8M
Government Entity Clients
9
AUM
$454.3M
Insurance Company Clients
5
AUM
$713.1M
Corporation or Business Clients
29
AUM
$166.3M

Briefcase businessServices

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Services Offered
Company Portfolio ManagementFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
EQLT LICENSING FEE

Shield checkCompliance

Disclosures

None reported

State Registrations
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HandshakeAffiliates

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

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