Maurer & Associates Capital Management, Inc. (Denver)

Maurer & Associates Capital Management, Inc. is an adviser based in Denver. It manages $79.41 million of regulatory assets for 128 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdiction of Colorado.

Maurer & Associates Capital Management provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Maurer & Associates Capital Management: assets under management

The assets under management (AUM) of Maurer & Associates Capital Management, Inc. is $79.41 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 166% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $79.41 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $620.41 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Maurer & Associates Capital Management, Inc. for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Maurer & Associates Capital Management, Inc.

Roger Dennis Maurer has been acting as President since 1 Aug 1998. Peter Middleton Lovell joined the executive team most recently as the Portfolio Manager.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Roger Dennis Maurer	President	1 Aug 1998	75% - 100%	1398629
Shay Lindemann	Chief compliance officer	1 Sep 2003	Other	4557614
Peter Middleton Lovell	Portfolio manager	1 Sep 2005	Other	2161750

Based in Denver

The principal office where Maurer & Associates Capital Management, Inc. performs its advisory services is located at 4600 South Syracuse Street, Denver, CO 80237 2750, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.