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Building 2LWS WEALTH ADVISORS OF COLORADO, INC.

Map pinBASKING RIDGE, NJ
Phone970-688-7310
NotebookSEC #801-78400
Total AUM
$30.3M
Employees
2
Clients
39

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
94 SOUTH FINLEY AVENUE
BASKING RIDGE
NJ 07920
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
970-688-7310
Other Offices
1

ReceiptFinancials

Total AUM
$30.3M
Accounts
108
Discretionary
$26.2M
Accounts
97
Non-Discretionary
$4M
Accounts
11

ContactClients

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Individual Clients
17
AUM
$6.1M
HNW Individual Clients
22
AUM
$24.2M

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
CONJNYTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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