Aveo Capital Partners LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
Aveo Capital Partners LLC
CRD #157728
SEC #801-72359
CIK #
AUM $660.0 MM (93% Disc, 100% US)
Employees17 (82% Investors, 65% Brokers)
Phone303-552-0945
Address6400 S Fiddlers Green Circle
Greenwood Village, CO 80111
Source IAPDexternal Websiteexternal
Total AUM ($BB)
Sector Holding Cap ($MM) Value ($MM)
AGG 10.5
IEF 8.3
IWD 7.8
ITOT 7.2
SPY 5.6
EFA 5.5
IVV 4.9
VTI 4.0
ACWI 3.6
LQD 3.3
View All
Holdings by Sector ($BB)
Related Firms State AUM ($BB)
Aveo Capital Partners LLC
CO
0.7
Blue Sky Asset Management LLC
CO
0.3
Comparable Firms State AUM ($BB)
Csenge Advisory Group LLC
FL
0.7
Yeske BUIE Inc
VA
0.7
Presidio Volatility Management LLC
CA
0.7
Full SAIL Capital LLC
OK
0.7
Milestone Investment Advisors LLC
WI
0.7
Advocacy Wealth Management LLC
GA
0.7
Octagon Financial Services Inc
VA
0.7
Stairway Partners LLC
IL
0.7
LVM Capital Management Ltd
MI
0.7
Personal Financial Planning Inc
IL
0.7