JANICZEK WEALTH MANAGEMENT

7001 E. Belleview Avenue
Suite 600
Denver, Colorado 80237
Tel: 303-721-7000

About JANICZEK WEALTH MANAGEMENT

JANICZEK WEALTH MANAGEMENT, formally registered with the SEC as JANICZEK WEALTH MANAGEMENT. The firm was established in 12/13/1990. They have over 3 offices throughout the country.

JANICZEK WEALTH MANAGEMENT is a Denver, Colorado based Financial Planning firm with nearly $1,122,588,671 assets under management, offering retirement planning & investment advisory services to 1397 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	107156
SEC#	801-37889
Assets Managed by Firm	$1,122,588,671
No. of Clients	1397
No. of Advisors	10

Fee Structure

A percentage of AUM
Fixed fees
Performance Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Pesnsion consulting services
Selection for other advisors
Publication of periodicals and newsletters
Education seminars/workshops
Other (THE WEALTH WITH EASE SYSTEM CONSISTS OF PROPRIETARY FINANCIAL ANALYSIS, TOOLS AND SERVICES DESIGNED TO AID INVESTORS.)

Firm Client Information

	No. of Clients	AUM
Firm Total	1397	$1,122,588,671
Individuals (other than high net worth individuals)	159	$55,213,446
High net worth individuals	206	$716,484,432
Charitable organizations	5	$25,650,784
Other investment advisers	Fewer than 5 clients	$325,240,009

More Retirement Planning firms in Denver, Colorado:

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JANUS HENDERSON INVESTORS 151 Detroit Street Denver, CO, 80206	$239,345,489,058	6602	978
PUBLIC TRUST ADVISORS, LLC 717 17th Street, Suite 1850 Denver, CO, 80202	$81,139,239,094	82	81
TRANSAMERICA ASSET MANAGEMENT, INC. 1801 California Street, Suite 5200 Denver, CO, 80202	$65,938,129,807	135	60
EMPOWER CAPITAL MANAGEMENT, LLC 8515 East Orchard Road 2t3 Greenwood Village, CO, 80111	$64,880,528,684	154	305
ALPS ADVISORS, INC. 1290 Broadway Suite 1000 Denver, CO, 80203	$24,019,792,910	7	64

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