9635 Maroon Circle
Suite 440
Englewood, Colorado 80112
Tel: (303) 552-0945
AVEO CAPITAL PARTNERS, LLC, formally registered with the SEC as AVEO CAPITAL PARTNERS, LLC. The firm was established in 05/09/2011. They have over 3 offices throughout the country.
AVEO CAPITAL PARTNERS, LLC is a Englewood, Colorado based Financial Planning firm with nearly $1,314,556,813 assets under management, offering retirement planning & investment advisory services to 3791 clients. The firm is staffed with 23 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 157728 |
SEC# | 801-72359 |
Assets Managed by Firm | $1,314,556,813 |
No. of Clients | 3791 |
No. of Advisors | 23 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 3791 | $1,314,556,813 |
Individuals (other than high net worth individuals) | 883 | $260,955,981 |
High net worth individuals | 376 | $834,981,952 |
Pension and profit sharing plans | 64 | $140,426,703 |
Charitable organizations | 10 | $5,728,053 |
Corporations or other businesses | 21 | $72,464,124 |
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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