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Building 2ASCENTRIS

Map pinDENVER, CO
Phone303-317-6464
NotebookSEC #801-72092
Total AUM
$121.8M
Employees
30
Clients
4

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1225 17TH STREET SUITE 1100
DENVER
CO 80202
United States
Operating Hours
8:00 AM - 5:00 P.M.
Monday - Friday
Phone
303-317-6464

ReceiptFinancials

Total AUM
$121.8M
Accounts
2
Discretionary
$121.8M
Accounts
2
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
3
AUM
$121.8M
Pension/Profit Sharing Plan Clients
1
AUM
$0

Briefcase businessServices

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Services Offered
Institutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CO

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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