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ARAX ADVISORY PARTNERS
730 17th Street
Suite 107
Denver, Colorado 80202
Tel: 303-633-5900
About ARAX ADVISORY PARTNERS
ARAX ADVISORY PARTNERS, formally registered with the SEC as ARAX ADVISORY PARTNERS. The firm was established in 09/20/2006. They have over 10 offices throughout the country.
ARAX ADVISORY PARTNERS is a Denver, Colorado based Financial Planning firm with nearly $2,805,108,884 assets under management, offering retirement planning & investment advisory services to 7377 clients. The firm is staffed with 38 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 133535 |
| SEC# | 801-67165 |
| Assets Managed by Firm | $2,805,108,884 |
| No. of Clients | 7377 |
| No. of Advisors | 38 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
- Publication of periodicals and newsletters
- Other (SEMINARS)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 7377 | $2,805,108,884 |
| Individuals (other than high net worth individuals) | 1867 | $464,948,679 |
| High net worth individuals | 691 | $2,031,858,183 |
| Pension and profit sharing plans | 39 | $160,928,810 |
| Charitable organizations | 49 | $84,048,912 |
| Corporations or other businesses | 46 | $63,324,300 |
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