Overview
Assets Under Management: $389 million
Headquarters: DENVER, CO
High-Net-Worth Clients: 146
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 146
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 76.49
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,164
Discretionary Accounts: 1,147
Non-Discretionary Accounts: 17
Regulatory Filings
CRD Number: 171033
Last Filing Date: 2025-02-17 00:00:00
Website: https://gandscapital.com