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Building 2SCENIC WEALTH MANAGEMENT, LLC

Map pin
Phone303-507-3961
NotebookSEC #801-71595
Total AUM
$9M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
7:30AM TO 4PM
Monday - Friday
Phone
303-507-3961

ReceiptFinancials

Total AUM
$9M
Accounts
125
Discretionary
$6.5M
Accounts
100
Non-Discretionary
$2.5M
Accounts
25

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
COLATN

HandshakeAffiliates

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

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