Overview
Assets Under Management: $1.2 billion
Headquarters: DENVER, CO
High-Net-Worth Clients: 114
Average Client Assets: $10 million
Frequently Asked Questions
CLASS VI FAMILY OFFICE, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #285035), CLASS VI FAMILY OFFICE, LLC is subject to fiduciary duty under federal law.
CLASS VI FAMILY OFFICE, LLC is headquartered in DENVER, CO.
CLASS VI FAMILY OFFICE, LLC serves 114 high-net-worth clients according to their SEC filing dated February 25, 2025. View client details ↓
According to their SEC Form ADV, CLASS VI FAMILY OFFICE, LLC offers financial planning and portfolio management for individuals. View all service details ↓
CLASS VI FAMILY OFFICE, LLC manages $1.2 billion in client assets according to their SEC filing dated February 25, 2025.
According to their SEC Form ADV, CLASS VI FAMILY OFFICE, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 114
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 97.27
Average High-Net-Worth Client Assets: $10 million
Total Client Accounts: 694
Discretionary Accounts: 684
Non-Discretionary Accounts: 10
Regulatory Filings
CRD Number: 285035
Last Filing Date: 2025-02-25 00:00:00
Website: https://classvipartners.com