← Back to searchVisit website
LION EQUITY INVESTMENT ADVISORS, LLC
CRD 283404 · SEC 801-128308
260 N. JOSEPHINE ST., SUITE 220, DENVER, CO, 80206, United States
Phone
303-847-4100
Fax
303-872-0156
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$173.5M
Discretionary AUM
$173.5M
Team
12 total employees; 12 advisory reps
Clients
—
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-11
Disciplinary history
Yes
Services
Portfolio management (pooled vehicles)
Client types
| Type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 3 | $173.5M |
States served
CO
All web addresses on file
Official SEC filing: View on IAPD