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Home > Retirement Planners > colorado > lone tree > TIER ONE WEALTH MANAGEMENT
TIER ONE WEALTH MANAGEMENT
9380 Station Street, Suite 535
Lone Tree, Colorado 80124
Tel: 303-858-0000
About TIER ONE WEALTH MANAGEMENT
TIER ONE WEALTH MANAGEMENT, formally registered with the SEC as TIER ONE WEALTH MANAGEMENT. The firm was established in 09/19/2022. They have over 2 offices throughout the country.
TIER ONE WEALTH MANAGEMENT is a Lone Tree, Colorado based Financial Planning firm with nearly $92,574,206 assets under management, offering retirement planning & investment advisory services to 353 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 322893 |
| SEC# | 801-126595 |
| Assets Managed by Firm | $92,574,206 |
| No. of Clients | 353 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Other (CONSULTING)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 353 | $92,574,206 |
| Individuals (other than high net worth individuals) | 162 | $49,420,655 |
| High net worth individuals | 23 | $43,153,551 |
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