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Building 2IWP WEALTH - PRIVATE CLIENT ADVISORS

Map pinDENVER, CO
Phone720-328-9702
NotebookSEC #801-78368
Total AUM
$420.3M
Employees
8
Clients
81

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2719 EAST THIRD AVENUE
DENVER
CO 80206
United States
Operating Hours
8:30 A.M. - 5:30 P.M.
Monday - Friday
Phone
720-328-9702

ReceiptFinancials

Total AUM
$420.3M
Accounts
942
Discretionary
$107.8M
Accounts
315
Non-Discretionary
$312.5M
Accounts
627

ContactClients

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Individual Clients
19
AUM
$9.4M
HNW Individual Clients
60
AUM
$399.4M
Pension/Profit Sharing Plan Clients
1
AUM
$2.9M
Corporation or Business Clients
1
AUM
$8.6M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
CO

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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