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THE MILLSTONE EVANS GROUP, LLC
Tel: 720-728-2801
4940 Pearl East Circle Suite 302
Boulder, Colorado 80301
THE MILLSTONE EVANS GROUP, LLC
THE MILLSTONE EVANS GROUP, LLC is a Boulder, Colorado based financial advisory firm with nearly $700,341,188 in assets under management and provides investment advisory services for 3002 clients. There are currently 10 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Selection for other advisors , Publication of periodicals and newsletters , Education seminars/workshops , Other (BLOGS AND PODCASTS)
Fee Structure:
A percentage of AUM, Fixed fees
Firm CRD#:
311142
SEC#:
801-119896
No. of Clients:
3002
Assets under Management
$700,341,188
No. of Advisors:
10
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