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ARAX ADVISORY PARTNERS
DENVER, CO
303-633-5900
SEC #801-67165Total AUM
$11.3B
Employees
122Clients
7,305Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
730 17TH STREET
SUITE 107
DENVER
CO 80202
United States
SUITE 107
DENVER
CO 80202
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
303-633-5900
Other Offices
35
Financials
Total AUM
$11.3B
Accounts
19,054Discretionary
$10.9B
Accounts
18,679Non-Discretionary
$422.9M
Accounts
375
Clients
Individual Clients
5,109AUM
$1.2B
HNW Individual Clients
1,840AUM
$8.6B
Pension/Profit Sharing Plan Clients
35AUM
$137.9M
Charitable Organization Clients
106AUM
$199.9M
Investment Advisor Clients
3AUM
$24.2M
Corporation or Business Clients
212AUM
$1.1B
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension ConsultingPooled Vehicle Portfolio Management
Other Services
TRUSTEE SERVICES, BILL PAY AND TAX PREP
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
SEMINARS, TRUSTEE SERVICES, BILL PAY, TAX PREP, RIA SHARED SVCS
Compliance
Disclosures
Other Regulator Denial/Suspension/RevocationOther Regulator Order (Past 10 Years)SRO Discipline/Expulsion/SuspensionSRO Rule Violation
State Registrations
ALARAZCACOCTDCFLGAHIIAIDILINKSLAMAMDMIMNMOMTNCNDNENHNJNMNVNYOHOKORPARISCTNTXUTVAWAWI
Affiliates
Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.