1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2GREEN ALPHA INVESTMENTS

Map pinNIWOT, CO
Phone303-993-7856
NotebookSEC #801-77535
Total AUM
$253.9M
Employees
4
Clients
164

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
136 2ND AVENUE
UNIT D
NIWOT
CO 80544
United States
Operating Hours
8:00AM TO 5:00PM
Monday - Friday
Phone
303-993-7856

ReceiptFinancials

Total AUM
$253.9M
Accounts
269
Discretionary
$208.1M
Accounts
249
Non-Discretionary
$45.8M
Accounts
20

ContactClients

View more in analytics →

Individual Clients
85
AUM
$13.3M
HNW Individual Clients
45
AUM
$119.6M
Investment Company Clients
2
AUM
$47.8M
Charitable Organization Clients
4
AUM
$8M
Investment Advisor Clients
28
AUM
$65.2M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOMANYORVAWA

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account