JFG WEALTH MANAGEMENT, LLC is a DENVER, Colorado based financial advisory firm with nearly $900,954,951 in assets under management and provides investment advisory services for 602 clients. There are currently 39 financial advisors at the firm.
General Information |
| Firm CRD#: | 285023 | |
| SEC#: | 801-108299 | |
| Assets under Management: | $900,954,951 | |
| No. of Clients: | 602 | |
| No. of Advisors: | 39 | |
| Advisory Services Provided: | Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection for other advisors, Other (FINANCIAL CONSULTING SERVICE) | |
| Fee Structure: | A percentage of AUM, Fixed fees |
| Financial Advisory Firm | Firm CRD# | SEC# | No. of Clients | No. of Advisors | AUM |
| SHARKEY HOWES & JAVER INC | 106050 | 801-38328 | 2478 | 15 | $824,658,255 |
| ATHENAINVEST ADVISORS LLC | 146224 | 801-69258 | 1243 | 5 | $84,142,566 |
| SPRINKLE FINANCIAL CONSULTANTS LLC | 112227 | 801-48276 | 1069 | 10 | $797,823,550 |
| PEAK ASSET MANAGEMENT, LLC | 106944 | 801-52118 | 1025 | 16 | $825,132,300 |
| BRUNI J V & CO | 106644 | 801-42242 | 658 | 5 | $865,301,535 |
| RAMSAY STATTMAN VELA & PRICE INC | 105156 | 801-11769 | 390 | 7 | $764,597,670 |
| FI401K ADVISORS | 168408 | 801-107736 | 338 | 2 | $849,723,671 |
| BEAR CREEK ASSET MANAGEMENT, LLC | 137677 | 801-64862 | 176 | 8 | $7,457,031,060 |
| PUBLIC TRUST ADVISORS, LLC | 159189 | 801-72782 | 82 | 81 | $81,139,239,094 |
| MORGAN STANLEY INSTITUTIONAL INVESTMENT ADVISORS LLC | 149122 | 801-69938 | 69 | 51 | $7,728,468,201 |
| SWAN WEALTH ADVISORS, LLC | 292755 | 801-112612 | 37 | 3 | $85,728,719 |
| FORUM CAPITAL ADVISORS LLC | 297582 | 801-120917 | 3 | 66 | $827,816,004 |
| OPHIR ASSET MANAGEMENT US LLC | 312619 | 801-120534 | 2 | 5 | $774,982,678 |
| SAVVLY ADVISOR | 321125 | 801-130624 | 2 | 2 | $75,208 |
| CLASS VI VENTURES, LLC | 328904 | 801-129137 | 1 | 3 | $8,665,855 |