NTB ADVISORS, A DIVISION OF NTB FINANCIAL CORPORATION
Total AUM
$250.3M
Employees
58Clients
383Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
9540 SOUTH MAROON CIRCLE
SUITE 250
CENTENNIAL
CO 80112
United States
SUITE 250
CENTENNIAL
CO 80112
United States
Operating Hours
7:30 AM TO 3:00 PM
Monday - Friday
Monday - Friday
Phone
303-825-1825
Other Offices
5
Financials
Total AUM
$250.3M
Accounts
724Discretionary
$243M
Accounts
688Non-Discretionary
$7.2M
Accounts
36
Clients
Individual Clients
307AUM
$71.8M
HNW Individual Clients
75AUM
$174.2M
Pension/Profit Sharing Plan Clients
1AUM
$4.3M
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
SRO Rule Violation
State Registrations
CO
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 1 other business.