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Aveo Capital Partners LLC
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CRD # | 157728 |
SEC # | 801-72359 |
CIK # | 0001576584 |
AUM | $1.5 BB (2024-05-29) |
Employees | 33 (67% Investors, 30% Brokers) |
Phone | 303-552-0945 |
Address | 9635 Maroon Circle Englewood, CO 80112 |
Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
Total AUM ($MM) |
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Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
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IAU | 10.3 | ||
MSFT | 1,918,222.4 | 8.0 | |
Holdings by Sector ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 890 | 278.1 |
(b) Individuals (high net worth individuals) | 428 | 1,023.6 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 59 | 156.0 |
(h) Charitable organizations | 8 | 6.9 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 12 | 48.7 |
(n) Other | 0 | 0.0 |
Total | 4,113 | 1,513.3 |
By Discretionary | ||
Discretionary | 3,941 | 1,324.2 |
Non-Discretionary | 172 | 189.1 |
Total | 4,113 | 1,513.3 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 1,513.3 | |
Total | 4,113 | 1,513.3 |
EDGAR Form | CIK | 2011 - 2024 |
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13F-HR | [0001576584] |
Related Firms | State | AUM ($BB) |
---|---|---|
Aveo Capital Partners LLC
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CO | 1.5 |
Blue Sky Asset Management LLC
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CO | 0.0 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Leo Wealth LLC
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|
TX | 1.5 |
DT Investment Partners LLC
✚
|
PA | 1.5 |
Silveroak Wealth Management LLC
✚
|
MN | 1.5 |
Landaas & Company
✚
|
WI | 1.5 |
DHK Financial Advisors Inc
✚
|
NH | 1.5 |
EFG Asset Management Americas Corp
✚
|
FL | 1.5 |
Barber Financial Group
✚
|
KS | 1.5 |
Bitterroot Capital Advisors LLC
✚
|
MT | 1.5 |
Novare Capital Management
✚
|
NC | 1.5 |
Tom Johnson Investment Management LLC
✚
|
OK | 1.5 |