Team Behnfield and Guidi - Morgan Stanley

1800 Broadway Ste 120

Boulder, CO 80302

720-562-6200

Description

To provide family office resources for a small group of clients who have significant wealth and complex financial planning needs. The term Family Office Resources is being used as a term of art and not to imply that Morgan Stanley and/or its employees are acting as a family office pursuant to Investment Advisers Act of 1940.

General Information

Year Established

1935

Services

Wealth Planning, Private Wealth Management, Institutional Investment

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