WORLD CAPITAL ADVISORS, LLC
Total AUM
$72M
Employees
1Clients
49Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1636 LOGAN STREET
DENVER
CO 80203
United States
DENVER
CO 80203
United States
Operating Hours
9:00 AM - 5:00PM EST
Monday - Friday
Monday - Friday
Phone
804-267-7418
Other Offices
1
Financials
Total AUM
$72M
Accounts
65Discretionary
$71.2M
Accounts
64Non-Discretionary
$807.8K
Accounts
1
Clients
Individual Clients
11AUM
$2M
HNW Individual Clients
28AUM
$47.7M
Corporation or Business Clients
3AUM
$6.6M
Other Clients
7AUM
$15.6M
Description of Other Clients
TRUSTS
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
PAVA
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 1 other business.