A
CRD: 325264
Amazonite Investments LLC
Fort Collins, CO
2028408951
$6.3M Total AUM
$6.3M Disc. AUM
-- 3Y CAGR
2 Employees
68 ADV. Clients
3 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท JP Morgan
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-27-2023
- Office Locations
- 2
Office Locations
-- Fort Collins CO
-- Irving TX
About Amazonite Investments LLC
Amazonite Investments LLC is a Fort Collins-based RIA with 2 offices. The firm has been operating for 3 years. Managing $6.3M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company and JP Morgan. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
59 AVG AGE
$3.1M AVG AUM / ADVISOR
$92.6K AVG AUM / CLIENT
2.9 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
3yrs Firm Age
Insights
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Asset Classes
Focus Eagle
Investment Themes
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Investment Vehicles
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Services
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Owner & Executives
W
Willie Glover
Chief Compliance Officer, INVESTMENT ADVISOR REPRESENTATIVE, Managing Member, President
- CRD
- #6993365
- Ownership
- 75% or more
(900) 809-3134
summit.horizon@elementcapital.com
in linkedin.com/in/quantum-peak
Showing 1 of 1 owners & executives
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R
Rodney W McCauley Jr.
--
- CRD
- #7153926
(928) 913-9103
radial.ridge@crestcapital.com
in linkedin.com/in/signal-foundation
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,300,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $6,300,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $6,300,000
Equity - Exchange:
60.3% Public Funds:
39.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,704,363,980 | 60.3% |
| Public Funds | $1,780,485,075 | 39.7% |
| Total | $4,484,849,055 | 100.0% |