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Building 2TOWNSEND

Map pinWESTMINSTER, CO
Phone303-452-5986
NotebookSEC #801-66559
Total AUM
$1.5B
Employees
30
Clients
1,514

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2761 W. 120TH AVE., SUITE 200
WESTMINSTER
CO 80234
United States
Operating Hours
8:00 A.M TO 5:00 P.M.
Monday - Friday
Phone
303-452-5986
Other Offices
2

ReceiptFinancials

Total AUM
$1.5B
Accounts
3,662
Discretionary
$1.5B
Accounts
3,647
Non-Discretionary
$2.2M
Accounts
15

ContactClients

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Individual Clients
1,003
AUM
$433.1M
HNW Individual Clients
511
AUM
$1.1B

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ARAZCACOFLILINKSMIMOMSMTNCNENMNVNYOHOKORSDTNTXUTWA

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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