Overview
Assets Under Management: $235 million
Headquarters: DENVER, CO
High-Net-Worth Clients: 98
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 98
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 71.72
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,161
Discretionary Accounts: 1,154
Non-Discretionary Accounts: 7
Regulatory Filings
CRD Number: 310024
Last Filing Date: 2025-03-03 00:00:00
Website: https://coloradowealthgroup.com