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Home > Retirement Planners > colorado > denver > PROPRIETARY CAPITAL, LLC
PROPRIETARY CAPITAL, LLC
1800 Larimer Street
Suite 1825
Denver, Colorado 80202
Tel: 303-575-9084
About PROPRIETARY CAPITAL, LLC
PROPRIETARY CAPITAL, LLC, formally registered with the SEC as PROPRIETARY CAPITAL, LLC. The firm was established in 02/10/2003. They have over 2 offices throughout the country.
PROPRIETARY CAPITAL, LLC is a Denver, Colorado based Financial Planning firm with nearly $1,927,838,000 assets under management, offering retirement planning & investment advisory services to 38 clients. The firm is staffed with 21 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 125139 |
| SEC# | 801-61781 |
| Assets Managed by Firm | $1,927,838,000 |
| No. of Clients | 38 |
| No. of Advisors | 21 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 38 | $1,927,838,000 |
| High net worth individuals | 18 | $18,395,000 |
| Charitable organizations | 1 | $19,495,000 |
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