← Back to searchVisit website
7TWO
SEVENTWO LLC
CRD 328900 · SEC 801-129353
100 FILLMORE STREET, 5TH FLOOR, DENVER, CO, 80206, United States
Phone
(720) 477-7274
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$230.4M
Discretionary AUM
$230.4M
Team
7 total employees; 5 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 12 | $1.2M |
| High net worth individuals | 42 | $169.6M |
| Pooled investment vehicles | 3 | $59.5M |
States served
CA, CO, MA, NV, NY, RI, UT, TX
All web addresses on file
Official SEC filing: View on IAPD