Dunn Warren Investment Advisors, LLC is a multi-state adviser based in Greenwood Village. It manages $30.91 million of regulatory assets for 742 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of Arizona, California, Colorado, and 13 other states.
Dunn Warren Investment Advisors provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Dunn Warren Investment Advisors, LLC is $30.91 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -33% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Dunn Warren Investment Advisors, LLC for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Dunn Warren Investment Advisors, LLC performs its advisory services is located at 6143 South Willow Dr., Greenwood Village, CO 80111, which is also the mailing address of the firm. An additional office of the firm is in Colorado Springs, CO. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 877-491-7514 or by fax 800-793-4866. The normal business hours are 8 am to 5 pm on Monday - Friday. You can find more information about the New York firm at dunnwarren.com.