918 Dearborn Place
Boulder, Colorado 80303
Tel: 303-956-7074
CONSILIUM, LLC, formally registered with the SEC as CONSILIUM, LLC. The firm was established in 12/16/2019. They have over 1 offices throughout the country.
CONSILIUM, LLC is a Boulder, Colorado based Financial Planning firm with nearly $171,807,000 assets under management, offering retirement planning & investment advisory services to 36 clients. The firm is staffed with 1 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 304503 |
SEC# | 801-117808 |
Assets Managed by Firm | $171,807,000 |
No. of Clients | 36 |
No. of Advisors | 1 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 36 | $171,807,000 |
Individuals (other than high net worth individuals) | 8 | $3,739,000 |
High net worth individuals | 5 | $13,227,000 |
Pension and profit sharing plans | 6 | $141,961,000 |
Corporations or other businesses | Fewer than 5 clients | $12,880,000 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$239,345,489,058 | 6602 | 978 | |
$134,279,160,181 | 188739 | 766 | |
$81,139,239,094 | 82 | 81 | |
$65,938,129,807 | 135 | 60 | |
$64,880,528,684 | 154 | 305 |
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