PLATTE RIVER EQUITY

2345 E. 3rd Avenue
Suite 400
Denver, Colorado 80206
Tel: 303-292-7300

About PLATTE RIVER EQUITY

PLATTE RIVER EQUITY, formally registered with the SEC as PLATTE RIVER EQUITY. The firm was established in 02/16/2012. They have over 1 offices throughout the country.

PLATTE RIVER EQUITY is a Denver, Colorado based Financial Planning firm with nearly $1,373,311,333 assets under management, offering retirement planning & investment advisory services to 15 clients. The firm is staffed with 23 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	160667
SEC#	801-73287
Assets Managed by Firm	$1,373,311,333
No. of Clients	15
No. of Advisors	23

Fee Structure

A percentage of AUM
Performance Based
Other (SEE SCHEDULE D - MISCELLANEOUS)

Advisory Services Provided

Portfolio management for pooled investment vehicles
Other (PORTFOLIO COMPANY MANAGEMENT SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	15	$1,373,311,333

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