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Building 2WIN WEALTH MANAGEMENT, INC.

Map pinDENVER, CO
Phone303-221-3157
NotebookSEC #801-67968
Total AUM
$72.1M
Employees
8
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8055 E. TUFTS AVENUE
SUITE 550
DENVER
CO 80237
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Phone
303-221-3157

ReceiptFinancials

Total AUM
$72.1M
Accounts
374
Discretionary
$69.5M
Accounts
367
Non-Discretionary
$2.6M
Accounts
7

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CO

HandshakeAffiliates

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

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