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HIGHPASS ASSET MANAGEMENT LLC
4600 S. Syracuse St.
Ste 900
Denver, Colorado 80237
Tel: 303-357-4602
About HIGHPASS ASSET MANAGEMENT LLC
HIGHPASS ASSET MANAGEMENT LLC, formally registered with the SEC as HIGHPASS ASSET MANAGEMENT LLC. The firm was established in 03/20/2020. They have over 1 offices throughout the country.
HIGHPASS ASSET MANAGEMENT LLC is a Denver, Colorado based Financial Planning firm with nearly $156,667,425 assets under management, offering retirement planning & investment advisory services to 220 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 159535 |
| SEC# | 801-118255 |
| Assets Managed by Firm | $156,667,425 |
| No. of Clients | 220 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 220 | $156,667,425 |
| Individuals (other than high net worth individuals) | 20 | $8,370,627 |
| High net worth individuals | 65 | $148,296,798 |
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