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Building 2SHINE WEALTH PARTNERS

Map pinLONE TREE, CO
Phone303-740-8600
NotebookSEC #801-50526
Total AUM
$720.5M
Employees
6
Clients
327

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
9892 ROSEMONT AVE. SUITE #100
LONE TREE
CO 80124-4101
United States
Operating Hours
8:30AM-5:00PM
Monday - Friday
Phone
303-740-8600

ReceiptFinancials

Total AUM
$720.5M
Accounts
1,558
Discretionary
$712.9M
Accounts
1,379
Non-Discretionary
$7.7M
Accounts
179

ContactClients

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Individual Clients
154
AUM
$86.9M
HNW Individual Clients
168
AUM
$625.8M
Charitable Organization Clients
5
AUM
$7.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
FEES FOR FINANCIAL PLANS

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOFLLANYTXWA

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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