1800 Larimer Street
Suite 1825
Denver, Colorado 80202
Tel: 303-575-9084
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.
SEC Current Status | Approved |
---|---|
Firm CRD# | 125139 |
SEC# | 801-61781 |
Assets Managed by Firm | $5,234,974,000 |
No. of Clients | 17 |
No. of Advisors | 23 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 17 | $5,234,974,000 |
High net worth individuals | 18 | $10,385,000 |
Charitable organizations | 1 | $35,322,000 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$203,245,721,760 | 6667 | 1061 | |
$116,213,253,377 | 236022 | 874 | |
$64,938,342,319 | 89 | 78 | |
$63,514,278,950 | 136 | 59 | |
$54,431,410,714 | 101 | 260 |
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