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Building 2WEALTH WATCH ADVISORS, INC

Map pinENGLEWOOD, CO
Phone855-822-3708
NotebookSEC #801-96180
Total AUM
$612.4M
Employees
62
Clients
3,596

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
S VALLEY HWY
8310
ENGLEWOOD
CO 80112
United States
Operating Hours
9:00 - 5:00
Monday - Friday
Phone
855-822-3708
Other Offices
39

ReceiptFinancials

Total AUM
$612.4M
Accounts
3,587
Discretionary
$605.4M
Accounts
3,511
Non-Discretionary
$7M
Accounts
76

ContactClients

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Individual Clients
3,522
AUM
$447M
HNW Individual Clients
65
AUM
$165.3M
Banking Clients
1
AUM
$0
Pension/Profit Sharing Plan Clients
1
AUM
$0
Charitable Organization Clients
1
AUM
$0
Government Entity Clients
1
AUM
$0
Investment Advisor Clients
1
AUM
$0
Insurance Company Clients
1
AUM
$0
Sovereign Wealth Fund Clients
1
AUM
$0
Corporation or Business Clients
1
AUM
$0
Other Clients
1
AUM
$0
Description of Other Clients
N/A

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
Pending Civil Proceeding
State Registrations
ALARAZCACOCTDCFLGAIAIDILINKSKYLAMAMDMIMNMOMSMTNCNENHNJNMNVNYOHOKORPASCSDTNTXVAWAWI

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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