1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2PRESIDENTIAL BROKERAGE, INC.

Map pinGREENWOOD VILLAGE, CO
Phone303-694-1600
NotebookSEC #801-66495
Total AUM
$47.6M
Employees
31
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5445 DTC PKWY
SUITE 1100
GREENWOOD VILLAGE
CO 80111
United States
Operating Hours
7:30 AM - 4 PM
Monday - Friday
Phone
303-694-1600

ReceiptFinancials

Total AUM
$47.6M
Accounts
691
Discretionary
$14.2M
Accounts
239
Non-Discretionary
$33.4M
Accounts
452

ContactClients

View more in analytics →

None reported

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures
Other Regulator Violation FindingSEC/CFTC Violation FindingSRO Discipline/Expulsion/SuspensionSRO False Statement FindingSRO Rule Violation
State Registrations

None reported

HandshakeAffiliates

View all affiliates →

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

Feature requires an account