RIA Intelligence

PWJ PARTNERS, LLC

CRD #144168 SEC #801-68491 DENVER, CO 303-893-8871
SEC Registered
Total AUM
$950K
Discretionary
$950K
Employees
5
Clients
--
Accounts
1

Firm Details

Organization Type
Limited Liability Company
State of Formation
--
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Nov 5, 2007
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
JORDAN, TIMOTHY, CHRISTOPHERIDIRECTORC Control
JORDAN, TIMOTHY, CHRISTOPHERIDIRECTORC Control
JORDAN, TIMOTHY, CHRISTOPHERIDIRECTOR, MEMBER MANAGERC Control
PETRELLI, ANTHONY, BENEDICTIMANAGING DIRECTOR, CHIEF COMPLIANCE OFFICERC Control
PETRELLI, ANTHONY, BENEDICTIMANAGING DIRECTOR, CHIEF COMPLIANCE OFFICERC Control
PETRELLI, ANTHONY, BENEDICTIMANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER, MEMBER MANAGERC Control
WINKLER, GREG, ROBERTIDIRECTOR OF TECHNOLOGYC Control
WINKLER, GREG, ROBERTIDIRECTOR OF TECHNOLOGYC Control
WINKLER, GREG, ROBERTIDIRECTOR OF TECHNOLOGY, MEMBER MANAGERC Control

Registrations

Federal

IA
Nov 5, 2007 REGISTERED

Notice Filings (1)

CO

Address

1331 17TH STREET
SUITE 400
DENVER, CO 80202
USA
Phone: 303-893-8871