Sign in Sign up for free

G5 Financial Group Ria, LLC (Greenwood Village)


G5 Financial Group Ria, LLC is a large advisory firm based in Greenwood Village. It manages $130.77 million of regulatory assets for 399 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdictions of California, Colorado, Florida, Nebraska, and Texas.

Logo

G5 Financial Group Ria provides financial planning services and portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

G5 Financial Group Ria: assets under management

The assets under management (AUM) of G5 Financial Group Ria, LLC is $130.77 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 19% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $130.77 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $327.74 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay G5 Financial Group Ria, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Greenwood Village

The principal office where G5 Financial Group Ria, LLC performs its advisory services is located at 5445 Dtc Parkway, Greenwood Village, CO 80111, which is also the mailing address of the firm. An additional office of the firm is in Denver, CO. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 303-721-0691 or by fax 303-721-0269. The normal business hours are 8:00 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at g5financialgroup.com.


Registered investment advisers similar to G5 Financial Group Ria, LLC