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Building 2WEALTH LEGACY INSTITUTE, INC.

Map pinDENVER, CO
Phone303-753-7578
NotebookSEC #801-68180
Total AUM
$27M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
950 SOUTH CHERRY STREET
SUITE 505
DENVER
CO 80246
United States
Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
303-753-7578

ReceiptFinancials

Total AUM
$27M
Accounts
240
Discretionary
$27M
Accounts
240
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

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Services Offered
Financial PlanningIndividual Portfolio ManagementMarket TimingPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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

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