Sign in
Create a free account
W. CLAY ALLEN
303-804-0507
SEC #801-55693Total AUM
$29.2M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
303-804-0507
Financials
Total AUM
$29.2M
Accounts
52Discretionary
$21.9M
Accounts
45Non-Discretionary
$7.3M
Accounts
7
Clients
None reported
Services
Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementMarket TimingPooled Vehicle Portfolio ManagementSecurities Ratings
Compensation Types
Charges CommissionCharges Fixed FeeCharges Subscription Fee
Compliance
Disclosures
None reported
State Registrations
None reported
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.