1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2A & I WEALTH MANAGEMENT

Map pinLONE TREE, CO
Phone303-690-5070
NotebookSEC #801-69819
Total AUM
$560M
Employees
9
Clients
520

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
9605 KINGSTON COURT
SUITE 190
LONE TREE
CO 80112
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
303-690-5070

ReceiptFinancials

Total AUM
$560M
Accounts
1,683
Discretionary
$506.3M
Accounts
1,442
Non-Discretionary
$53.7M
Accounts
241

ContactClients

View more in analytics →

Individual Clients
353
AUM
$160.3M
HNW Individual Clients
165
AUM
$395.8M
Pension/Profit Sharing Plan Clients
1
AUM
$2.6M
Charitable Organization Clients
1
AUM
$1.2M

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLNETXUTWA

HandshakeAffiliates

View all affiliates →

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

Feature requires an account