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Building 2JFG FAMILY OFFICE

Map pinDENVER, CO
Phone720-475-1195
NotebookSEC #801-79223
Total AUM
$4.5B
Employees
62
Clients
164

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1144 FIFTEENTH STREET
SUITE 3950
DENVER
CO 80202
United States
Operating Hours
8:00 A.M. - 5:00 P.M. MT
Monday - Friday
Phone
720-475-1195
Other Offices
2

ReceiptFinancials

Total AUM
$4.5B
Accounts
1,745
Discretionary
$2.5B
Accounts
1,247
Non-Discretionary
$2.1B
Accounts
498

ContactClients

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Individual Clients
8
AUM
$5.1M
HNW Individual Clients
154
AUM
$4.5B
Pooled Vehicle Clients
1
AUM
$5.4M
Charitable Organization Clients
1
AUM
$20.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
FAMILY OFFICE SERVICES, HUMAN CAPITAL SERVICES, PHILANTHROPHIC CAPITAL SERVICES
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACODCFLKSLAMDNESDTXVA

HandshakeAffiliates

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

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