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Building 2EVERWEST FUNDS ADVISORS LLC

Map pinDENVER, CO
Phone303-986-2222
NotebookSEC #801-61029
Total AUM
$1.3B
Employees
22
Clients
7

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1099 18TH STREET
SUITE 2900
DENVER
CO 80202
United States
Operating Hours
8:30AM TO 5:00PM
Monday - Friday
Phone
303-986-2222
Other Offices
3

ReceiptFinancials

Total AUM
$1.3B
Accounts
7
Discretionary
$1.3B
Accounts
7
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
7
AUM
$1.3B

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
NC

HandshakeAffiliates

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Affiliates
Reported 8 business affiliates.
Claimed Affiliates
Reported as an affiliate by 6 other businesses.

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