JFG Wealth Management is an investment advisor in Denver with $648.31 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
813152917
SEC advisor number
801-108299
FINRA CRD number
285023
AUM ?
$900.95 mm
(as of 13 Mar 24)
Accounts
602
(as of 13 Mar 24)
Employees
39
(26 investment advisory or research)
Address
JFG Wealth Management
1144 FIFTEENTH STREET
SUITE 3950
DENVER
CO 80202
1144 FIFTEENTH STREET
SUITE 3950
DENVER
CO 80202
Phone
7207784467
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
6 Feb 24
13F-HR
Quarterly holdings report by institutional manager
7 Nov 23
13F-HR
Quarterly holdings report by institutional manager
31 Jul 23
13F-HR
Quarterly holdings report by institutional manager
9 May 23
13F-HR
Quarterly holdings report by institutional manager
1 Feb 23
13F-HR
Quarterly holdings report by institutional manager
10 Nov 22
13F-HR
Quarterly holdings report by institutional manager
11 Aug 22
13F-HR
Quarterly holdings report by institutional manager
6 May 22
13F-HR
Quarterly holdings report by institutional manager
11 Feb 22
13F-HR
Quarterly holdings report by institutional manager
15 Nov 21