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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Class VI Family Office LLC
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| CRD # | 285035 |
| SEC # | 801-111938 |
| CIK # | |
| AUM | $1.2 B (2025-02-25) |
| Employees | 8 (88% Investors, 25% Brokers) |
| Phone | 303-243-5619 |
| Address | 255 Fillmore Street Denver, CO 80206 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 51 | 14.9 |
| (b) Individuals (high net worth individuals) | 114 | 1,157.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 17.6 |
| (n) Other | 0 | 0.0 |
| Total | 694 | 1,190.4 |
| By Discretionary | ||
| Discretionary | 684 | 1,177.1 |
| Non-Discretionary | 10 | 13.3 |
| Total | 694 | 1,190.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,190.4 | |
| Total | 694 | 1,190.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Baldwin Investment Management LLC
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|
PA | 1.2 |
|
Alterna Wealth Management Inc
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|
TX | 1.2 |
|
Financial Plan Inc
✚
|
WA | 1.2 |
|
Barlow Wealth Partners LLC
✚
|
KY | 1.2 |
|
J L Bainbridge & Co Inc
✚
|
FL | 1.2 |
|
Professional Advisory Services Inc
✚
|
FL | 1.2 |
|
ETZ Advisory LLC
✚
|
1.2 | |
|
Callahan Advisors LLC
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|
TX | 1.2 |
|
Action Point Financial Planning LLC
✚
|
MI | 1.2 |
|
Wgshaheen & Associates Ltd
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|
NY | 1.2 |