CRD: 152983
Downing Street Wealth Management LLC
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- Custodian
- Altruist · Charles Schwab & Company · Fidelity/NFS · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-18-2010
- Office Locations
- 1
Office Locations
About Downing Street Wealth Management LLC
Downing Street Wealth Management is an independent, fiduciary wealth management boutique in the Denver area providing comprehensive planning, portfolio management, retirement income distribution strategies, and integrated tax planning/wealth-transfer consulting. The team personally manages client portfolios with a focus on steady growth and lower volatility, often using ETFs and public funds. Brokerage support via TD Ameritrade; 98 years combined experience.
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Investment Themes
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Owner & Executives
ROBERT WILLIAM MORRISON
Chief Compliance Officer, Managing Member
- CRD
- #5756962
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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MICHAEL CHRISTOPHER BORELLI
--
- CRD
- #7420050
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $155,667,900 | $299,361 |
| Non-Discretionary | $19,935,865 | $269,404 |
| Total | $175,603,765 | $295,629 |
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Separately Managed Accounts
Total SMA Asset: $175,603,765
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $886,675,037 | 13.6% |
| Other | $1,792,909,083 | 27.5% |
| Equity - Exchange | $1,812,468,091 | 27.8% |
| Cash | $1,238,737,185 | 19.0% |
| Municipal Bonds | $788,879,997 | 12.1% |
| Total | $6,519,669,393 | 100.0% |