Aveo Capital Partners, LLC is a large advisory firm based in Greenwood Village. It manages $660.01 million of regulatory assets for 2,679 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdictions of Arizona, California, Colorado, and 6 other states.
Aveo Capital Partners provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Aveo Capital Partners, LLC is $660.01 million. The firm's AUM has grown by 485% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Aveo Capital Partners, LLC for their services and products based on a percentage of assets under management and fixed fees. 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.
The firm provides services to individuals, charitable organizations, high net worth individuals, and corporations or other businesses. The largest group of clients of Aveo Capital Partners is high net worth individuals with 217 clients and $444.93 million of assets under management. Among the 9 most similar advisory firms, Aveo Capital Partners has the 4th highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $660.01 million for 953 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Aveo Capital Partners doesn't advise any private funds.
The company employs 17 people that are either part- or full-time employees. 82 percent of the employees work as investment advisers or researchers. 14 employees are registered as investment adviser representatives with the state securities authorities.
There are 2 people with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Aveo Capital Partners, LLC performs its advisory services is located at 6400 S. Fiddlers Green Circle, Greenwood Village, CO 80111, which is also the mailing address of the firm. An additional office of the firm is in Lakewood, CO. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number (303) 552-0945. The normal business hours are 9:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at aveocapital.com/.