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Building 2KNOWLEDGE LEADERS CAPITAL, LLC

Map pinDENVER, CO
Phone303-717-5987
NotebookSEC #801-69490
Total AUM
$166.9M
Employees
5
Clients
29

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
902 S. RACE ST.
DENVER
CO 80209
United States
Operating Hours
8:00-5:00
BY APPOINTMENT ONLY
Phone
303-717-5987

ReceiptFinancials

Total AUM
$166.9M
Accounts
35
Discretionary
$166.9M
Accounts
35
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
25
AUM
$8M
Investment Company Clients
2
AUM
$155.8M
Pension/Profit Sharing Plan Clients
1
AUM
$1.2M
Charitable Organization Clients
1
AUM
$2M

Briefcase businessServices

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Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
MODEL PROVIDER
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
SEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
CACO

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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