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Building 2DFB ENTERPRISE

Map pinHIGHLANDS RANCH, CO
Phone303-468-4540
NotebookSEC #801-70721
Total AUM
$6M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
9457 S UNIVERSITY BLVD #285
HIGHLANDS RANCH
CO 80126
United States
Operating Hours
8AM - 5PM
Monday - Friday
Phone
303-468-4540

ReceiptFinancials

Total AUM
$6M
Accounts
39
Discretionary
$0
Accounts
0
Non-Discretionary
$6M
Accounts
39

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CO

HandshakeAffiliates

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

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