AVEO CAPITAL PARTNERS, LLC

9635 Maroon Circle
Suite 440
Englewood, Colorado 80112
Tel: (303) 552-0945

About AVEO CAPITAL PARTNERS, LLC

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 $1,513,251,107 assets under management, offering retirement planning & investment advisory services to 4113 clients. The firm is staffed with 33 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	157728
SEC#	801-72359
Assets Managed by Firm	$1,513,251,107
No. of Clients	4113
No. of Advisors	33

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	4113	$1,513,251,107
Individuals (other than high net worth individuals)	890	$278,105,248
High net worth individuals	428	$1,023,619,969
Pension and profit sharing plans	59	$155,961,993
Charitable organizations	8	$6,854,166
Corporations or other businesses	12	$48,709,731

More Retirement Planning firms in Englewood, Colorado:

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JANUS HENDERSON INVESTORS 151 Detroit Street Denver, CO, 80206	$239,345,489,058	6602	978
EMPOWER ADVISORY GROUP, LLC 8515 East Orchard Rd 4t2 Greenwood Village, CO, 80111	$134,279,160,181	188739	766
PUBLIC TRUST ADVISORS, LLC 717 17th Street, Suite 1850 Denver, CO, 80202	$81,139,239,094	82	81
TRANSAMERICA ASSET MANAGEMENT, INC. 1801 California Street, Suite 5200 Denver, CO, 80202	$65,938,129,807	135	60
EMPOWER CAPITAL MANAGEMENT, LLC 8515 East Orchard Road 2t3 Greenwood Village, CO, 80111	$64,880,528,684	154	305

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