DIRECTORY OF REGISTERED ADVISORS
National Coverage
Local Professionals
Home > Financial Advisors > colorado > greenwood village
SHEARWATER CAPITAL
Tel: 314-434-4750
2000 S Colorado Blvd. Tower 1 Suite 2000-1148
Denver, Colorado 80222
SHEARWATER CAPITAL
SHEARWATER CAPITAL is a Denver, Colorado based financial advisory firm with nearly $348,161,272 in assets under management and provides investment advisory services for 694 clients. There are currently 4 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 , Publication of periodicals and newsletters , Education seminars/workshops
Fee Structure:
A percentage of AUM
Firm CRD#:
115399
SEC#:
801-77787
No. of Clients:
694
Assets under Management
$348,161,272
No. of Advisors:
4
More Financial Advisory Firms in Denver, Colorado
| Financial Advisory Firm | Firm CRD# | No. of Advisors |
|---|---|---|
| JANUS HENDERSON INVESTORS | 104652 | 978 |
| EMPOWER ADVISORY GROUP, LLC | 112058 | 766 |
| PUBLIC TRUST ADVISORS, LLC | 159189 | 81 |
| TRANSAMERICA ASSET MANAGEMENT, INC. | 107376 | 60 |
| EMPOWER CAPITAL MANAGEMENT, LLC | 107272 | 305 |
| MERCER GLOBAL ADVISORS INC. | 147363 | 1020 |
More Firms in Denver, Colorado >>