GILL CAPITAL PARTNERS

4582 S. Ulster St.
Suite 1400
Denver, Colorado 80237
Tel: 303-296-6260

About GILL CAPITAL PARTNERS

GILL CAPITAL PARTNERS, formally registered with the SEC as GILL CAPITAL PARTNERS. The firm was established in 12/15/2006. They have over 1 offices throughout the country.

GILL CAPITAL PARTNERS is a Denver, Colorado based Financial Planning firm with nearly $717,903,721 assets under management, offering retirement planning & investment advisory services to 1518 clients. The firm is staffed with 18 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	14559
SEC#	801-67301
Assets Managed by Firm	$717,903,721
No. of Clients	1518
No. of Advisors	18

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Commission Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	1518	$717,903,721
Individuals (other than high net worth individuals)	285	$116,486,369
High net worth individuals	154	$434,460,761
Pension and profit sharing plans	34	$87,365,391
Charitable organizations	3	$18,223,964
Corporations or other businesses	14	$10,018,424

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