MARGIN

MARGIN, LLC

CRD 290094

501 S CHERRY ST SUITE 1100, DENVER, CO, 80246, United States

Phone

(303)990-1504

Fax

—

Registration

— (—)

Source

State registered

Total AUM

$66.8M

Discretionary AUM

$65.7M

Team

1 total employees; 1 advisory reps

Clients

11-25

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-30

Disciplinary history

Services

Financial planningPortfolio management (individuals)Pension consulting

Type	Clients	AUM
Individuals	8	$2.6M
High net worth individuals	17	$63.1M
Pension/profit sharing plans	1	$1.1M
Corporations/business entities	1	$10K

Official SEC filing: View on IAPD