Overview
Assets Under Management: $905 million
Headquarters: DENVER, CO
High-Net-Worth Clients: 129
Average Client Assets: $6 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 129
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 84.08
Average High-Net-Worth Client Assets: $6 million
Total Client Accounts: 744
Discretionary Accounts: 742
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 307263
Last Filing Date: 2025-02-20 00:00:00
Website: https://elkriverwealth.com