Aveo Capital Partners LLC
- Assets, Funds, Holdings
| Aveo Capital Partners LLC
|
| CRD # | 157728 |
| SEC # | 801-72359 |
| CIK # | 0001576584 |
| AUM |
|
| Employees |
27 (78% Investors, 15% Brokers)
|
| Phone | 303-552-0945 |
| Address | 9635 Maroon Circle
Englewood, CO 80112 |
| Source |
[IAPD]
[EDGAR]
[Website] [LinkedIn]
|
|
Total AUM ($M)
|
|
|
| AUM Breakdown |
Accounts |
AUM ($M) |
| By Client Type |
| (a) Individuals (other than high net worth individuals) |
965
|
366.1 |
| (b) Individuals (high net worth individuals) |
446
|
1,023.2 |
| (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 |
65 |
187.0 |
| (h) Charitable organizations |
11 |
13.7 |
| (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 |
11 |
46.8 |
| (n) Other |
0 |
0.0 |
| Total |
4,410 |
1,636.8 |
| By Discretionary |
| Discretionary |
4,345 |
1,449.8 |
| Non-Discretionary |
65 |
187.0 |
| Total |
4,410 |
1,636.8 |
| By Non-United States Persons |
| Non-United States Persons |
|
0.6 |
| United States Persons |
|
1,636.2 |
| Total |
4,410 |
1,636.8 |
{"search": "/search", "clicked": "/clicked", "portfolio_add": "/portfolio-add", "portfolio_remove": "/portfolio-remove", "portfolio_create": "/portfolio-create", "portfolio_activate": "/portfolio-activate", "portfolio_delete": "/portfolio-delete", "portfolio_rename": "/portfolio-rename", "portfolio_color": "/portfolio-color", "home_filter": "/home-filter", "htmlspeed": "/htmlspeed", "add_tag_firm": "/add-tag-firm", "add_tag_click": "/add-tag-click", "copy_aum": "/copy-aum", "stripe_checkout": "/stripe-checkout", "update_card": "/update-card"}
{"uid": 212229552, "pid": -1, "pid_a": [], "name": "", "email": "", "blacklist_f": false, "paywall_f": false, "paywall_n": 0, "random_n": 0}
False
315670431