Firm Name |
Firm CRD# |
Total AUM |
No. of Clients |
Fee Structure |
TRANSFORM WEALTH, LLC 6400 S. Fiddlers Green Circle,
Suite 1600 Greenwood Village, CO 80111 |
283403 |
$1,642,985,080 |
1560 |
A percentage of AUM, Hourly charges, Fixed fees, Performance Based, Other (ASSETS ON 3RD PARTY PLATFORMS. SEE 5.D.) |
NILSINE PARTNERS, LLC 5675 Dtc Boulevard,
Suite 175 Greenwood Village, CO 80111 |
315694 |
$1,009,267,036 |
1378 |
A percentage of AUM, Fixed fees |
FI401K ADVISORS 6041 South Syracuse Way,
Ste 200 Greenwood Village, CO 80111 |
168408 |
$963,590,000 |
520 |
A percentage of AUM, Fixed fees |
WYNKOOP LLC 5460 S Quebec St,
Suite 110 Greenwood Village, CO 80111 |
150018 |
$696,320,241 |
4 |
A percentage of AUM, Performance Based |
STORDAHL CAPITAL MANAGEMENT, INC. 8400 East Crescent Parkway,
Suite 420 Greenwood Village, CO 80111 |
287916 |
$474,549,362 |
767 |
A percentage of AUM, Hourly charges |
HEIRLOOM WEALTH MANAGEMENT LLC 8400 E Prentice Avenue,
Suite 1115 Greenwood Village, CO 80111 |
292277 |
$339,721,547 |
927 |
A percentage of AUM, Fixed fees |
ALPHA CAPITAL MANAGEMENT GROUP LLC 7400 E Orchard Road,
Suite 4055n Greenwood Village, CO 80111 |
283624 |
$310,168,683 |
535 |
A percentage of AUM, Fixed fees |
DENVER WEALTH MANAGEMENT, INC. 5299 Dtc Blvd, Suite 1350,
Suite 1350 Greenwood Village, CO 80111 |
284868 |
$304,869,037 |
1817 |
A percentage of AUM, Hourly charges, Fixed fees |
CAPITAL FINANCIAL GROUP, INC. 8400 E. Prentice Ave., Suite 1100,
Greenwood Village, CO 80111-2926 |
111709 |
$233,463,700 |
538 |
A percentage of AUM, Hourly charges, Fixed fees |
TANDEM FINANCIAL, LLC 8400 E. Prentice Ave.,
Suite 1360 Greenwood Village, CO 80111 |
292565 |
$224,545,051 |
789 |
A percentage of AUM, Hourly charges, Fixed fees |
ALPHA CAPITAL FAMILY OFFICE, LLC 5750 S. Ulster Circle East,
Suite 300 Greenwood Village, CO 80111 |
307521 |
$191,504,456 |
455 |
Fixed fees |
PEAK CAPITAL MANAGEMENT, LLC 9250 East Costilla Avenue,
Suite 110 Greenwood Village, CO 80112 |
141488 |
$188,397,636 |
504 |
A percentage of AUM, Fixed fees |
FINANCIALLY SPEAKING INC 5889 Greenwood Plaza Blvd,
Suite 400 Greenwood Village, CO 80111 |
106255 |
$155,803,819 |
563 |
A percentage of AUM, Hourly charges, Fixed fees |
LIFETIME CAPITAL MANAGEMENT 6312 S. Fiddlers Green Circle,
Suite 300e Greenwood Village, CO 80111 |
147881 |
$132,712,650 |
95 |
A percentage of AUM, Hourly charges, Fixed fees |
PARAMOUNT ASSOCIATES, LLC 6400 S. Fiddlers Green Circle #1310,
Greenwood Village, CO 80111 |
288537 |
$103,808,968 |
337 |
A percentage of AUM, Hourly charges, Fixed fees |