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Home > Retirement Planners > colorado > greenwood village > PARAMOUNT ASSOCIATES WEALTH MANAGEMENT
PARAMOUNT ASSOCIATES WEALTH MANAGEMENT
6400 S. Fiddlers Green Circle #1310
Greenwood Village, Colorado 80111
Tel: 720-921-1000
About PARAMOUNT ASSOCIATES WEALTH MANAGEMENT
PARAMOUNT ASSOCIATES WEALTH MANAGEMENT, formally registered with the SEC as PARAMOUNT ASSOCIATES WEALTH MANAGEMENT. The firm was established in 06/03/2022. They have over 1 offices throughout the country.
PARAMOUNT ASSOCIATES WEALTH MANAGEMENT is a Greenwood Village, Colorado based Financial Planning firm with nearly $101,659,790 assets under management, offering retirement planning & investment advisory services to 582 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 288537 |
| SEC# | 801-125797 |
| Assets Managed by Firm | $101,659,790 |
| No. of Clients | 582 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 582 | $101,659,790 |
| Individuals (other than high net worth individuals) | 116 | $32,864,555 |
| High net worth individuals | 28 | $67,822,180 |
| Pension and profit sharing plans | 3 | $973,055 |
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