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Building 2CHERRY CREEK FAMILY OFFICES

Map pinDENVER, CO
Phone303-862-9550
NotebookSEC #801-72210
Total AUM
$2B
Employees
16
Clients
26

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
210 UNIVERSITY BLVD
SUITE 650
DENVER
CO 80206
United States
Operating Hours
8:00 A.M. - 4:00 P.M.
Monday - Friday
Phone
303-862-9550

ReceiptFinancials

Total AUM
$2B
Accounts
1,284
Discretionary
$164.1M
Accounts
105
Non-Discretionary
$1.9B
Accounts
1,179

ContactClients

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HNW Individual Clients
20
AUM
$2B
Pooled Vehicle Clients
6
AUM
$50.9M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
COILTX

HandshakeAffiliates

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

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