Denver Money Manager, LLC (Denver)

Name: Denver Money Manager, LLC
Address: 1401 Wewatta Street #110, Denver, CO, 80202
Telephone: 303-675-6767

Denver Money Manager, LLC is a large advisory firm based in Denver. It manages $152.66 million of regulatory assets for 465 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdictions of California, Colorado, and Louisiana.

Denver Money Manager provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Denver Money Manager: assets under management

The assets under management (AUM) of Denver Money Manager, LLC is $152.66 million. The firm's AUM has grown by 220% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $80.97 million in discretionary accounts and $71.69 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $188.74 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.99 million.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Denver Money Manager, LLC for their services and products based on a percentage of assets under management. 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 Denver Money Manager, LLC

Denver Money Manager, LLC is owned by Robert Edmund Grey. Joel T Martin joined the executive team most recently as the Member.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Robert Edmund Grey	Owner	1 Jun 1984	75% - 100%	702255
Paula Johnston Grey	Chief compliance officer	1 Oct 2004	Other	1025066
Aaron David Grey	Director of operations	1 Mar 2010	Other	4719887
Joel T Martin	Member	1 Dec 2013	Other	5398554

Based in Denver

The principal office where Denver Money Manager, LLC performs its advisory services is located at 1401 Wewatta Street #110, Denver, CO 80202, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 303-675-6767 or by fax 303-374-5615. The normal business hours are 10am - 4pm on Monday - Friday. You can find more information about the New York firm at www.denvermoneymanager.com.