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Building 2NTB ADVISORS, A DIVISION OF NTB FINANCIAL CORPORATION

Map pinCENTENNIAL, CO
Phone303-825-1825
NotebookSEC #801-65853
Total AUM
$250.3M
Employees
58
Clients
383

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
9540 SOUTH MAROON CIRCLE
SUITE 250
CENTENNIAL
CO 80112
United States
Operating Hours
7:30 AM TO 3:00 PM
Monday - Friday
Phone
303-825-1825
Other Offices
5

ReceiptFinancials

Total AUM
$250.3M
Accounts
724
Discretionary
$243M
Accounts
688
Non-Discretionary
$7.2M
Accounts
36

ContactClients

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Individual Clients
307
AUM
$71.8M
HNW Individual Clients
75
AUM
$174.2M
Pension/Profit Sharing Plan Clients
1
AUM
$4.3M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
SRO Rule Violation
State Registrations
CO

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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