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5280 Associates

EST. AUM
$100,000,000

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Firm Details

Metro area Denver
CRD Number 343955
Website 5280associates.com
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Overview

5280 Associates is a Denver-based wealth management practice serving individuals and families through comprehensive financial planning and investment management. Its services encompass retirement, investment, estate, charitable, tax, cash-flow, and wealth-transfer planning. The investment program uses diversified portfolios, quantitative asset-management strategies, separately managed accounts, and other portfolio solutions aligned with individual risk tolerance and financial objectives. The practice operates under a fiduciary model with transparent financial-planning and investment-management fees. Advisory services are provided through Thrivent Advisor Network, LLC, while clients separately engage an unaffiliated broker-dealer or custodian to safeguard investment assets.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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