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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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