Shokohi Wealth Management Group LLC
Firm details
- Headquarters
- Parker, Colorado
- CRD number
- 309612
- Website
- www.shokohigroup.com
- Fee structure
- Hourly Charges, Fixed Fees
- Services
- Financial Planning
Firm profile
FINTRXOverview
Shokohi Wealth Management Group LLC operates as a limited liability company and focuses on providing financial planning services. The firm is registered as a representative of a broker-dealer, which allows it to offer a range of investment-related services. Shokohi Wealth Management Group LLC does not engage in capital allocation, nor does it have a multi-state advisory presence. The firm does not actively pursue ESG investments and is not classified as a newly formed adviser 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
Contacts
1 of 1
Nadia Shokohi
Wealth ManagerCRD 5020364
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Parker, CO
Douglas
Location
Parker, CO
Headquartered in Parker, CO, anchoring the Denver-Aurora, CO metro in the West.
- Metro area
- Denver-Aurora, CO
- Region
- West
- County
- Douglas
- Address
- 11020 S Pike Peak Dr
- Time zone
- MT (UTC-7)
- Office locations
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