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VANGUARD CAPITAL
999 18 St Suite 3000
Denver, Colorado 80202
Tel: 844-861-7504
About VANGUARD CAPITAL
VANGUARD CAPITAL, formally registered with the SEC as VANGUARD CAPITAL. The firm was established in 10/27/2016. They have over 3 offices throughout the country.
VANGUARD CAPITAL is a Denver, Colorado based Financial Planning firm with nearly $194,600,840 assets under management, offering retirement planning & investment advisory services to 195 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 285052 |
| SEC# | 801-108419 |
| Assets Managed by Firm | $194,600,840 |
| No. of Clients | 195 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 195 | $194,600,840 |
| Individuals (other than high net worth individuals) | 155 | $42,912,005 |
| High net worth individuals | 42 | $151,688,835 |
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