Overview
Assets Under Management: $2.7 billion
Headquarters: DENVER, CO
High-Net-Worth Clients: 586
Average Client Assets: $4 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Pension Consulting, Educational Seminars
Clients
Number of High-Net-Worth Clients: 586
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 90.13
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 4,299
Discretionary Accounts: 4,032
Non-Discretionary Accounts: 267
Regulatory Filings
CRD Number: 107563
Last Filing Date: 2025-02-25 00:00:00
Website: https://ghpia.com