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ARROWMARK COLORADO HOLDINGS, LLC

100 Fillmore Street
Suite 325
Denver, Colorado 80206
Tel: 303-398-2929

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About ARROWMARK COLORADO HOLDINGS, LLC

ARROWMARK COLORADO HOLDINGS, LLC, formally registered with the SEC as ARROWMARK COLORADO HOLDINGS, LLC. The firm was established in 01/13/2009. They have over 4 offices throughout the country.

ARROWMARK COLORADO HOLDINGS, LLC is a Denver, Colorado based Financial Planning firm with nearly $21,401,554,901 assets under management, offering retirement planning & investment advisory services to 155 clients. The firm is staffed with 102 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#149120
SEC#801-69868
Assets Managed by Firm$21,401,554,901
No. of Clients155
No. of Advisors102

Fee Structure

  • A Percentage of AUM
  • Performance Based

Advisory Services Provided

  • Portfolio Management for Individuals
  • Portfolio Management for Investment
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business

Firm Client Information

No. of ClientsAUM
Firm Total155$21,401,554,901
Individuals (other than high net worth individuals)31$49,894,364
High net worth individuals35$643,706,509
Pension and profit sharing plans13$931,113,763
Charitable organizations3$24,971,290
Corporations or other businesses5$32,753,631

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