DOUGLASS FINANCIAL GROUP
Firm details
- Headquarters
- GREENWOOD VILLAGE, Colorado
- CRD number
- 167140
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals66.54%
- HNWI33.46%
- Services
- Portfolio Management for IndividualsPublication of Periodicals
Firm profile
FINTRXOverview
Douglass Financial Group is a small, privately owned corporate advisory firm focused on individual and family clients. The firm charges a percentage-of-AUM fee and identifies portfolio management for individuals and small businesses as its primary advisory activity. It also publishes periodicals or newsletters as part of its business activities. The adviser does not describe itself as an ESG-focused investor, is not multi-state registered, and is not positioned as a capital allocator or pension consultant.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds75%
- Cash & Cash Equivalents25%
Contacts
1 of 1ROBERT DOUGLASS
President, CCOCRD 2289123
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
GREENWOOD VILLAGE, CO
ARAPAHOE
Location
GREENWOOD VILLAGE, CO
Headquartered in GREENWOOD VILLAGE, CO, anchoring the Denver-Aurora, CO metro in the West.
- Metro area
- Denver-Aurora, CO
- Region
- West
- County
- ARAPAHOE
- Address
- 6312 S Fiddlers Green Cir
- Time zone
- MT (UTC-7)
- Office locations
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