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STRATEGIES CAPITAL MANAGEMENT
DENVER, CO
303-926-9600
SEC #801-62180Total AUM
$518.6M
Employees
4Clients
55Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1525 RALEIGH STREET
SUITE 200
DENVER
CO 80204
United States
SUITE 200
DENVER
CO 80204
United States
Operating Hours
9:00 - 5:00
Monday - Friday
Monday - Friday
Phone
303-926-9600
Financials
Total AUM
$518.6M
Accounts
97Discretionary
$120.8M
Accounts
69Non-Discretionary
$397.8M
Accounts
28
Clients
Individual Clients
17AUM
$7.6M
HNW Individual Clients
11AUM
$23.1M
Pooled Vehicle Clients
11AUM
$76.6M
Pension/Profit Sharing Plan Clients
13AUM
$306.7M
Charitable Organization Clients
1AUM
$1.5M
Government Entity Clients
1AUM
$99.9M
Corporation or Business Clients
1AUM
$3.3M
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension ConsultingPooled Vehicle Portfolio Management
Other Services
EMPLOYEE EDUCATION FOR RETIREMENT PLAN CLIENTELE, CONSULTING
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
PROJECT FEES, CONSULTING FEES
Compliance
Disclosures
None reported
State Registrations
CO
Affiliates
Affiliates
Reported 7 business affiliates.
Claimed Affiliates
Reported as an affiliate by 3 other businesses.