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Home > Retirement Planners > colorado > denver > CAPITAL ASSET MANAGEMENT, LLC
CAPITAL ASSET MANAGEMENT, LLC
1800 Glenarm Place
Suite 703
Denver, Colorado 80202
Tel: 303-832-7770
About CAPITAL ASSET MANAGEMENT, LLC
CAPITAL ASSET MANAGEMENT, LLC, formally registered with the SEC as CAPITAL ASSET MANAGEMENT, LLC. The firm was established in 04/05/2022. They have over 3 offices throughout the country.
CAPITAL ASSET MANAGEMENT, LLC is a Denver, Colorado based Financial Planning firm with nearly $184,070,034 assets under management, offering retirement planning & investment advisory services to 170 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 284505 |
| SEC# | 801-123577 |
| Assets Managed by Firm | $184,070,034 |
| No. of Clients | 170 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 170 | $184,070,034 |
| Individuals (other than high net worth individuals) | 125 | $34,885,829 |
| High net worth individuals | 42 | $115,282,347 |
| Corporations or other businesses | 3 | $33,901,858 |
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