Overview
Assets Under Management: $1.7 billion
Headquarters: GREENWOOD VILLAGE, CO
High-Net-Worth Clients: 259
Average Client Assets: $5 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 259
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 82.14
Average High-Net-Worth Client Assets: $5 million
Total Client Accounts: 1,510
Discretionary Accounts: 1,506
Non-Discretionary Accounts: 4
Regulatory Filings
CRD Number: 315694
Filing ID: 2009737
Last Filing Date: 2025-08-14 16:54:00
Website: https://nilsinepartners.com