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Home > Retirement Planners > colorado > boulder > THE WEALTH CONSERVANCY, INC.
THE WEALTH CONSERVANCY, INC.
2355 Canyon Blvd
Suite 204
Boulder, Colorado 80302
Tel: 303-444-1919
About THE WEALTH CONSERVANCY, INC.
THE WEALTH CONSERVANCY, INC, formally registered with the SEC as THE WEALTH CONSERVANCY, INC. The firm was established in 06/03/1983. They have over 1 offices throughout the country.
THE WEALTH CONSERVANCY, INC. is a Boulder, Colorado based Financial Planning firm with nearly $192,112,867 assets under management, offering retirement planning & investment advisory services to 211 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 112024 |
| SEC# | 801-19008 |
| Assets Managed by Firm | $192,112,867 |
| No. of Clients | 211 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Fixed fees
- Other (PROJECT RATE)
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
- Publication of periodicals and newsletters
- Education seminars/workshops
- Other (WEALTH COACHING)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 211 | $192,112,867 |
| Individuals (other than high net worth individuals) | 26 | $9,246,799 |
| High net worth individuals | 19 | $170,314,397 |
| Corporations or other businesses | Fewer than 5 clients | $12,551,671 |
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