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Home > Retirement Planners > colorado > denver > ARROWMARK COLORADO HOLDINGS, LLC
ARROWMARK COLORADO HOLDINGS, LLC
100 Fillmore Street
Suite 325
Denver, Colorado 80206
Tel: 303-398-2929
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 $21,568,739,948 assets under management, offering retirement planning & investment advisory services to 149 clients. The firm is staffed with 103 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 149120 |
| SEC# | 801-69868 |
| Assets Managed by Firm | $21,568,739,948 |
| No. of Clients | 149 |
| No. of Advisors | 103 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 149 | $21,568,739,948 |
| Individuals (other than high net worth individuals) | 28 | $48,934,739 |
| High net worth individuals | 35 | $581,743,349 |
| Pension and profit sharing plans | 13 | $943,889,302 |
| Charitable organizations | Fewer than 5 clients | $28,773,040 |
| Corporations or other businesses | 5 | $34,256,338 |
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