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AVEO CAPITAL PARTNERS, LLC
ENGLEWOOD, CO
(303) 552-0945
SEC #801-72359Total AUM
$1.6B
Employees
27Clients
1,503Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
9635 MAROON CIRCLE
SUITE 440
ENGLEWOOD
CO 80112
United States
SUITE 440
ENGLEWOOD
CO 80112
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Monday - Friday
Phone
(303) 552-0945
Other Offices
1
Financials
Total AUM
$1.6B
Accounts
4,410Discretionary
$1.4B
Accounts
4,345Non-Discretionary
$187M
Accounts
65
Clients
Individual Clients
965AUM
$366.1M
HNW Individual Clients
446AUM
$1B
Banking Clients
1AUM
$0
Pension/Profit Sharing Plan Clients
65AUM
$187M
Charitable Organization Clients
11AUM
$13.7M
Government Entity Clients
1AUM
$0
Investment Advisor Clients
1AUM
$0
Insurance Company Clients
1AUM
$0
Sovereign Wealth Fund Clients
1AUM
$0
Corporation or Business Clients
11AUM
$46.8M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AZCACOFLGAILINLAMTNCNJNYOHORSCTNTXUTVAWA
Affiliates
Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.