Overview
Assets Under Management: $130 million
Headquarters: GREENWOOD VILLAGE, CO
High-Net-Worth Clients: 41
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 41
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 90.41
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 70
Discretionary Accounts: 60
Non-Discretionary Accounts: 10
Regulatory Filings
CRD Number: 296956
Last Filing Date: 2025-02-05 00:00:00
Website: https://centerpiecewealthadvisors.com