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CRD: 167140
Douglass Financial Group
Greenwood Village, CO, 80111
7205504340
$11.5M Total AUM
$11.5M Disc. AUM
-- 3Y CAGR
1 Employees
94 ADV. Clients
12 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-06-2013
- Office Locations
- 1
Office Locations
6312 S. Fiddlers Green Circle, Suite 300e Greenwood Village CO
About Douglass Financial Group
Douglass Financial Group is a Greenwood Village-based RIA. The firm has been operating for 12 years. Managing $11.5M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Insurance, Portfolio Construction, Retirement Plans.
Team overview
-- AVG AGE
$11.5M AVG AUM / ADVISOR
$122.4K AVG AUM / CLIENT
12.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
12yrs Firm Age
Insights
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Asset Classes
Momentum north Capital
Investment Themes
Quantum Meridian
Investment Vehicles
Focus north
Services
North Oak element Vector bridge
Owner & Executives
R
ROBERT JAMES DOUGLASS
Advisor
- CRD
- #2289123
- Ownership
- 75% or more
(423) 925-3585
frontier.element@summitcapital.com
in linkedin.com/in/legacy-horizon
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $11,508,340 | -- |
| Non-Discretionary | $0 | -- |
| Total | $11,508,340 | -- |
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Separately Managed Accounts
Total SMA Asset: $11,508,340
Public Funds:
64.0% Cash:
36.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $327,676,340 | 64.0% |
| Cash | $184,317,941 | 36.0% |
| Total | $511,994,281 | 100.0% |