Overview
Assets Under Management: $152 million
Headquarters: GREENWOOD VILLAGE, CO
High-Net-Worth Clients: 59
Average Client Assets: $2 million
Frequently Asked Questions
DOWNING STREET WEALTH MANAGEMENT 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 #152983), DOWNING STREET WEALTH MANAGEMENT LLC is subject to fiduciary duty under federal law.
DOWNING STREET WEALTH MANAGEMENT LLC is headquartered in GREENWOOD VILLAGE, CO.
DOWNING STREET WEALTH MANAGEMENT LLC serves 59 high-net-worth clients according to their SEC filing dated October 11, 2024. View client details ↓
According to their SEC Form ADV, DOWNING STREET WEALTH MANAGEMENT LLC offers financial planning, portfolio management for individuals, pension consulting services, and educational seminars and workshops. View all service details ↓
DOWNING STREET WEALTH MANAGEMENT LLC manages $152 million in client assets according to their SEC filing dated October 11, 2024.
According to their SEC Form ADV, DOWNING STREET WEALTH MANAGEMENT LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Educational Seminars
Clients
Number of High-Net-Worth Clients: 59
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 79.58
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 552
Discretionary Accounts: 542
Non-Discretionary Accounts: 10
Regulatory Filings
CRD Number: 152983
Last Filing Date: 2024-10-11 00:00:00
Website: https://downing-st.com