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Building 2G&S CAPITAL LLC

Map pinDENVER, CO
Phone303-773-8000
NotebookSEC #801-79801
Total AUM
$475.6M
Employees
9
Clients
422

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7887 E. BELLEVIEW AVE.
SUITE 1225
DENVER
CO 80111
United States
Operating Hours
8:00AM TO 5:00PM
Monday - Friday
Phone
303-773-8000

ReceiptFinancials

Total AUM
$475.6M
Accounts
1,265
Discretionary
$463.1M
Accounts
1,236
Non-Discretionary
$12.5M
Accounts
29

ContactClients

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Individual Clients
264
AUM
$109.3M
HNW Individual Clients
157
AUM
$362.7M
Pension/Profit Sharing Plan Clients
1
AUM
$3.6M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
PERCENTAGE OF RETIREMENT PLAN ASSETS

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLINMTNENYSCTXVAWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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