Overview
Assets Under Management: $197 million
Headquarters: DENVER, CO
High-Net-Worth Clients: 68
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: 68
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 65.25
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 522
Discretionary Accounts: 522
Regulatory Filings
CRD Number: 311336
Last Filing Date: 2025-01-29 00:00:00
Website: https://gilpinwealth.com