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Building 2AGILE GROUP

Map pinBOULDER, CO
Phone303-440-6500
NotebookSEC #801-52077
Total AUM
$199.4M
Employees
31
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4909 PEARL EAST CIRCLE
STE. 100
BOULDER
CO 80301
United States
Operating Hours
9AM-5PM
Monday - Friday
Phone
303-440-6500

ReceiptFinancials

Total AUM
$199.4M
Accounts
788
Discretionary
$24.1M
Accounts
387
Non-Discretionary
$175.3M
Accounts
401

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CO

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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