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Building 2WORLD CAPITAL ADVISORS, LLC

Map pinDENVER, CO
Phone804-267-7418
NotebookSEC #801-79761
Total AUM
$72M
Employees
1
Clients
49

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1636 LOGAN STREET
DENVER
CO 80203
United States
Operating Hours
9:00 AM - 5:00PM EST
Monday - Friday
Phone
804-267-7418
Other Offices
1

ReceiptFinancials

Total AUM
$72M
Accounts
65
Discretionary
$71.2M
Accounts
64
Non-Discretionary
$807.8K
Accounts
1

ContactClients

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Individual Clients
11
AUM
$2M
HNW Individual Clients
28
AUM
$47.7M
Corporation or Business Clients
3
AUM
$6.6M
Other Clients
7
AUM
$15.6M
Description of Other Clients
TRUSTS

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
PAVA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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