Overview
Assets Under Management: $348 million
Headquarters: DENVER, CO
High-Net-Worth Clients: 101
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Educational Seminars
Clients
Number of High-Net-Worth Clients: 101
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 90.97
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 694
Discretionary Accounts: 681
Non-Discretionary Accounts: 13
Regulatory Filings
CRD Number: 115399
Last Filing Date: 2025-02-07 00:00:00
Website: https://shearwatercapital.com