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Building 2ESSENTIAL INVESTMENT PARTNERS, LLC

Map pinENGLEWOOD, CO
Phone303-333-8498
NotebookSEC #801-70121
Total AUM
$223M
Employees
3
Clients
79

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7887 E BELLEVIEW AVE
SUITE 1275
ENGLEWOOD
CO 80111
United States
Operating Hours
8:30 A.M. - 4:30 P.M.
Monday - Friday
Phone
303-333-8498

ReceiptFinancials

Total AUM
$223M
Accounts
276
Discretionary
$213M
Accounts
275
Non-Discretionary
$10M
Accounts
1

ContactClients

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Individual Clients
23
AUM
$10.6M
HNW Individual Clients
54
AUM
$200.8M
Charitable Organization Clients
2
AUM
$11.6M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPublications
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
COTX

HandshakeAffiliates

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

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