JANICZEK WEALTH MANAGEMENT

7001 E. Belleview Avenue
Suite 600
Denver, Colorado 80237
Tel: 303-721-7000

About JANICZEK WEALTH MANAGEMENT

JANICZEK WEALTH MANAGEMENT, formally registered with the SEC as JANICZEK WEALTH MANAGEMENT. The firm was established in 12/13/1990. They have over 3 offices throughout the country.

JANICZEK WEALTH MANAGEMENT is a Denver, Colorado based Financial Planning firm with nearly $1,122,588,671 assets under management, offering retirement planning & investment advisory services to 1397 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	107156
SEC#	801-37889
Assets Managed by Firm	$1,122,588,671
No. of Clients	1397
No. of Advisors	10

Fee Structure

A percentage of AUM
Fixed fees
Performance Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Pesnsion consulting services
Selection for other advisors
Publication of periodicals and newsletters
Education seminars/workshops
Other (THE WEALTH WITH EASE SYSTEM CONSISTS OF PROPRIETARY FINANCIAL ANALYSIS, TOOLS AND SERVICES DESIGNED TO AID INVESTORS.)

Firm Client Information

	No. of Clients	AUM
Firm Total	1397	$1,122,588,671
Individuals (other than high net worth individuals)	159	$55,213,446
High net worth individuals	206	$716,484,432
Charitable organizations	5	$25,650,784
Other investment advisers	Fewer than 5 clients	$325,240,009

More Retirement Planning firms in Denver, Colorado:

Firm Name	Assets Under Management	Total Clients	Total Advisors
CAPITAL RESEARCH AND MANAGEMENT COMPANY 333 S Hope Street, 55th Floor Los Angeles, CA, 90071-1406	$3,315,358,763,219	22262	1384
BLACKROCK FUND ADVISORS 400 Howard Street San Francisco, CA, 94105	$3,047,294,350,591	522	700
PACIFIC INVESTMENT MANAGEMENT COMPANY LLC 650 Newport Center Drive Newport Beach, CA, 92660	$2,615,929,249,500	2811	3194
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 211 Main Street San Francisco, CA, 94105	$1,098,805,397,188	304509	857
FRANKLIN ADVISERS, INC. One Franklin Parkway, Building 970, 1st Floor San Mateo, CA, 94403	$467,015,634,913	18979	408

Explore More Retirement Advisors in Denver, Colorado

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.