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BSW WEALTH PARTNERS
Tel: 303-444-9696
2300 Broadway Street Boulder, Colorado 80304
BSW WEALTH PARTNERS
BSW WEALTH PARTNERS is a Boulder, Colorado based financial advisory firm with nearly $1,837,419,076 in assets under management and provides investment advisory services for 3752 clients. There are currently 29 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Selection for other advisors , Other (1. TAX & ESTATE PLANNING COORDINATION 2. DIVERSIFICATION PLANNING 3. EMPLOYEE STOCK OPTIONS)
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees, Other (TRAVEL REIMBURSEMEN
Firm CRD#:
107485
SEC#:
801-45532
No. of Clients:
3752
Assets under Management
$1,837,419,076
No. of Advisors:
29
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