KNOWLEDGE LEADERS CAPITAL, LLC
Total AUM
$166.9M
Employees
5Clients
29Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
902 S. RACE ST.
DENVER
CO 80209
United States
DENVER
CO 80209
United States
Operating Hours
8:00-5:00
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
303-717-5987
Financials
Total AUM
$166.9M
Accounts
35Discretionary
$166.9M
Accounts
35Non-Discretionary
$0
Accounts
0
Clients
HNW Individual Clients
25AUM
$8M
Investment Company Clients
2AUM
$155.8M
Pension/Profit Sharing Plan Clients
1AUM
$1.2M
Charitable Organization Clients
1AUM
$2M
Services
Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
MODEL PROVIDER
Compensation Types
Charges Percentage AUM
Compliance
Disclosures
SEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
CACO
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.