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CLASS VI FAMILY OFFICE, LLC
CRD 285035 · SEC 801-111938
255 FILLMORE STREET, SUITE 500, DENVER, CO, 80206, United States
Phone
303-243-5619
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.50B
Discretionary AUM
$1.48B
Team
9 total employees; 8 advisory reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 47 | $11.3M |
| High net worth individuals | 148 | $1.48B |
| Charitable organizations | 1 | $32K |
| Corporations/business entities | 5 | $9.6M |
States served
AZ, CA, CO, OH, TX, FL
All web addresses on file
Official SEC filing: View on IAPD