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Building 2PERSONAL BENEFIT SERVICES OF COLORADO, INC.

Map pinARVADA, CO
Phone303-991-6400
NotebookSEC #801-62222
Total AUM
$74.2M
Employees
8
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5620 WARD ROAD
STE 100-A
ARVADA
CO 80002
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
303-991-6400

ReceiptFinancials

Total AUM
$74.2M
Accounts
730
Discretionary
$74.2M
Accounts
730
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPublications
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Subscription Fee

Shield checkCompliance

Disclosures
Other Regulator Violation Finding
State Registrations
AKAZCODCMDVA

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

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