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Home > Retirement Planners > colorado > denver > ELK RIVER WEALTH MANAGEMENT LLC
ELK RIVER WEALTH MANAGEMENT LLC
250 Fillmore Street
Suite 425
Denver, Colorado 80206
Tel: (720) 310-3275
About ELK RIVER WEALTH MANAGEMENT LLC
ELK RIVER WEALTH MANAGEMENT LLC, formally registered with the SEC as ELK RIVER WEALTH MANAGEMENT LLC. The firm was established in 02/27/2020. They have over 3 offices throughout the country.
ELK RIVER WEALTH MANAGEMENT LLC is a Denver, Colorado based Financial Planning firm with nearly $905,278,017 assets under management, offering retirement planning & investment advisory services to 744 clients. The firm is staffed with 11 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 307263 |
| SEC# | 801-118102 |
| Assets Managed by Firm | $905,278,017 |
| No. of Clients | 744 |
| No. of Advisors | 11 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 744 | $905,278,017 |
| Individuals (other than high net worth individuals) | 111 | $43,842,798 |
| High net worth individuals | 129 | $761,188,949 |
| Charitable organizations | 14 | $25,168,077 |
| Corporations or other businesses | 20 | $75,078,193 |
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