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Building 2COMPREHENSIVE PERSONAL FINANCIAL ADVISORS

Map pinLONE TREE, CO
Phone303/770-0154
NotebookSEC #801-61885
Total AUM
$286.7M
Employees
8
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
10375 PARK MEADOWS DRIVE
SUITE 500
LONE TREE
CO 80124
United States
Operating Hours
8:00 AM - 4:30 PM
Monday - Friday
Phone
303/770-0154

ReceiptFinancials

Total AUM
$286.7M
Accounts
473
Discretionary
$285.4M
Accounts
466
Non-Discretionary
$1.3M
Accounts
7

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
PROJECT-BASED FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
COMATX

HandshakeAffiliates

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

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