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Home > Retirement Planners > colorado > greenwood village > NOBLE WEALTH MANAGEMENT P.B.C.
NOBLE WEALTH MANAGEMENT P.B.C.
6400 S Fiddlers Green Circle
Suite 525
Greenwood Village, Colorado 80111
Tel: 303-325-3061
About NOBLE WEALTH MANAGEMENT P.B.C.
NOBLE WEALTH MANAGEMENT PBC, formally registered with the SEC as NOBLE WEALTH MANAGEMENT PBC. The firm was established in 09/28/2022. They have over 2 offices throughout the country.
NOBLE WEALTH MANAGEMENT P.B.C. is a Greenwood Village, Colorado based Financial Planning firm with nearly $338,692,100 assets under management, offering retirement planning & investment advisory services to 644 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 322607 |
| SEC# | 801-126632 |
| Assets Managed by Firm | $338,692,100 |
| No. of Clients | 644 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 644 | $338,692,100 |
| Individuals (other than high net worth individuals) | 84 | $35,837,536 |
| High net worth individuals | 101 | $296,814,057 |
| Charitable organizations | 1 | $4,648,094 |
| Corporations or other businesses | 1 | $319,089 |
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