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Building 2WEALTH MANAGEMENT CONSULTANTS INC

Map pinDENVER, CO
Phone303-292-9224
NotebookSEC #801-72543
Total AUM
$75.2M
Employees
3
Clients
15

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1600 BROADWAY
SUITE 1460
DENVER
CO 80202
United States
Operating Hours
9:00 A.M.-5:00 P.M.
Monday - Friday
Phone
303-292-9224

ReceiptFinancials

Total AUM
$75.2M
Accounts
78
Discretionary
$17.6M
Accounts
17
Non-Discretionary
$57.6M
Accounts
61

ContactClients

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HNW Individual Clients
14
AUM
$68.9M
Charitable Organization Clients
1
AUM
$6.2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial 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 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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