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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