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Building 2NOVEN FINANCIAL GROUP, INC.

Map pinDENVER, CO
Phone303-782-9100
NotebookSEC #801-65296
Total AUM
$298.5M
Employees
6
Clients
205

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1777 S. HARRISON STREET
SUITE 1500
DENVER
CO 80210
United States
Operating Hours
8-5
Monday - Friday
Phone
303-782-9100

ReceiptFinancials

Total AUM
$298.5M
Accounts
962
Discretionary
$272.6M
Accounts
916
Non-Discretionary
$25.9M
Accounts
46

ContactClients

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Individual Clients
116
AUM
$34.5M
HNW Individual Clients
79
AUM
$252.9M
Pension/Profit Sharing Plan Clients
8
AUM
$8.2M
Charitable Organization Clients
1
AUM
$1.6M
Corporation or Business Clients
1
AUM
$1.4M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementMarket Timing
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
COFLILTX

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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