Overview
Assets Under Management: $1.2 billion
Headquarters: DENVER, CO
High-Net-Worth Clients: 114
Average Client Assets: $10 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 114
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 97.27
Average High-Net-Worth Client Assets: $10 million
Total Client Accounts: 694
Discretionary Accounts: 684
Non-Discretionary Accounts: 10
Regulatory Filings
CRD Number: 285035
Last Filing Date: 2025-02-25 00:00:00
Website: https://www.classvipartners.com