Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > colorado > denver > SPRUCEVIEW CAPITAL PARTNERS LLC
SPRUCEVIEW CAPITAL PARTNERS LLC
200 Fillmore Street
Suite 320
Denver, Colorado 80206
Tel: 303-867-1673
About SPRUCEVIEW CAPITAL PARTNERS LLC
SPRUCEVIEW CAPITAL PARTNERS LLC, formally registered with the SEC as SPRUCEVIEW CAPITAL PARTNERS LLC. The firm was established in 11/28/2014. They have over 1 offices throughout the country.
SPRUCEVIEW CAPITAL PARTNERS LLC is a Denver, Colorado based Financial Planning firm with nearly $2,007,934,978 assets under management, offering retirement planning & investment advisory services to 24 clients. The firm is staffed with 24 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 171963 |
| SEC# | 801-80632 |
| Assets Managed by Firm | $2,007,934,978 |
| No. of Clients | 24 |
| No. of Advisors | 24 |
Fee Structure
- A percentage of AUM
- Fixed fees
- 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
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 24 | $2,007,934,978 |
| High net worth individuals | 1 | $22,640,630 |
| Pension and profit sharing plans | 1 | $180,697,111 |
| Corporations or other businesses | 1 | $22,640,631 |
More Retirement Planning firms in Denver, Colorado:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $239,345,489,058 | 6602 | 978 | |
| $81,139,239,094 | 82 | 81 | |
| $65,938,129,807 | 135 | 60 | |
| $64,880,528,684 | 154 | 305 | |
| $24,019,792,910 | 7 | 64 |
Explore More Retirement Advisors in Denver, Colorado