Overview
Assets Under Management: $3.3 billion
Headquarters: DENVER, CO
High-Net-Worth Clients: 11
Average Client Assets: $120 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 11
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 40.58
Average High-Net-Worth Client Assets: $120 million
Total Client Accounts: 6,627
Discretionary Accounts: 1,269
Non-Discretionary Accounts: 5,358
Regulatory Filings
CRD Number: 115093
Filing ID: 1942200
Last Filing Date: 2025-03-31 07:51:00
Website: https://cambiar.com