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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