MATTERN CAPITAL MANAGEMENT, LLC
Lakewood, CO
AUM
$1.07B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
720-710-2934
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in CO, LAKEWOOD
12 advisers found
BASON ASSET MANAGEMENT
Lakewood, CO
AUM
$848.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
Fixed fees
720-446-8555
LEGACY WEALTH PARTNERS, LLC
Lakewood, CO
AUM
$646.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
8 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
720-552-8287
FINANCIAL SECURITY MANAGEMENT, INC
Lakewood, CO
AUM
$611.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
7 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
303-988-1411
HINDS FINANCIAL GROUP INC
Lakewood, CO
AUM
$536.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
303-985-9889
BAM WEALTH MANAGEMENT LLC
Lakewood, CO
AUM
$202.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
9 advisors
Clients
251-500
Fees
Percentage of AUM
303-531-5055
INNOVATIVE FINANCIAL, LLC
Lakewood, CO
AUM
$105.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(303) 275-7170
NORMANDY CAPITAL MANAGEMENT, LLC
Lakewood, CO
AUM
$67.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
303-893-8700
KINDRED FINANCIAL LLC
Lakewood, CO
AUM
$25.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
720-466-3515
ALIGNPOINT WEALTH
Lakewood, CO
AUM
$17.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
7207092202
PREMIER WEALTH SOLUTIONS, LLC
Lakewood, CO
AUM
$17.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
720-985-2016
IRONFJORD WEALTH MANAGEMENT
Lakewood, CO
AUM
$1.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
303-800-2840