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DOUGLASS FINANCIAL GROUP
DOUGLASS INC.
CRD 167140
6312 S. FIDDLERS GREEN CIRCLE, SUITE 300E, GREENWOOD VILLAGE, CO, 80111, United States
Phone
720-550-4340
Fax
720-763-9681
Registration
— (—)
Source
State registered
Total AUM
$11.5M
Discretionary AUM
$11.5M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-05-14
Disciplinary history
No
Services
Portfolio management (individuals)Publication of periodicals
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 92 | $7.7M |
| High net worth individuals | 2 | $3.9M |
All web addresses on file
Official SEC filing: View on IAPD