Overview
Assets Under Management: $156 million
Headquarters: GREENWOOD VILLAGE, CO
High-Net-Worth Clients: 32
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 32
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 74.88
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 354
Discretionary Accounts: 338
Non-Discretionary Accounts: 16
Regulatory Filings
CRD Number: 141488
Last Filing Date: 2024-03-28 00:00:00
Website: https://sk-llc.com