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PROPRIETARY CAPITAL, LLC

1800 Larimer Street
Suite 1825
Denver, Colorado 80202
Tel: 303-575-9084

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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 $5,234,974,000 assets under management, offering retirement planning & investment advisory services to 17 clients. The firm is staffed with 23 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#125139
SEC#801-61781
Assets Managed by Firm$5,234,974,000
No. of Clients17
No. of Advisors23

Fee Structure

  • A Percentage of AUM
  • Performance Based

Advisory Services Provided

  • Portfolio Management for Individuals
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business

Firm Client Information

No. of ClientsAUM
Firm Total17$5,234,974,000
High net worth individuals18$10,385,000
Charitable organizations1$35,322,000

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