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BSW WEALTH PARTNERS
2300 Broadway Street
Boulder, Colorado 80304
Tel: 303-444-9696
About BSW WEALTH PARTNERS
BSW WEALTH PARTNERS, formally registered with the SEC as BSW WEALTH PARTNERS. The firm was established in 01/03/1994. They have over 2 offices throughout the country.
BSW WEALTH PARTNERS is a Boulder, Colorado based Financial Planning firm with nearly $1,624,159,003 assets under management, offering retirement planning & investment advisory services to 3556 clients. The firm is staffed with 30 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 107485 |
| SEC# | 801-45532 |
| Assets Managed by Firm | $1,624,159,003 |
| No. of Clients | 3556 |
| No. of Advisors | 30 |
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
- Other(TRAVEL REIMBURSEMENT)
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Selection of Other Advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 3556 | $1,624,159,003 |
| Individuals (other than high net worth individuals) | 93 | $41,698,139 |
| High net worth individuals | 287 | $1,546,177,388 |
| Pension and profit sharing plans | 13 | $15,349,811 |
| Charitable organizations | 7 | $18,505,107 |
| Corporations or other businesses | 6 | $2,428,558 |
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