The Hinds Group (Lakewood)


The Hinds Group is a large advisory firm based in Lakewood. It manages $95 million of regulatory assets for 316 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdiction of Colorado.

The Hinds Group provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

The Hinds Group: assets under management

The assets under management (AUM) of The Hinds Group is $95 million. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $75 million in discretionary accounts and $20 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $238.1 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $20 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay The Hinds Group for their services and products based on a percentage of assets under management, hourly charges, fixed fees, commissions, and performance-based fees. Commissions are paid and earned by the adviser when a trade or a sales of an investment is made. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Lakewood

The principal office where The Hinds Group performs its advisory services is located at 141 Union Blvd., Suite 350, Lakewood, CO 80228, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 303-985-9889 or by fax 303-985-0146. The normal business hours are 8:30 to 5:00 on Monday - Friday. You can find more information about the New York firm at www.hindsfg.com.