RIA Intelligence

CLASS VI FAMILY OFFICE, LLC

CRD #285035 SEC #801-111938 DENVER, CO 303-243-5619
SEC Registered
Total AUM
$1.2B
Discretionary
$1.2B
Employees
8
Clients
101
Accounts
694

AUM Over Time

DateFeb 2025
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$13.3M
Employees8
Clients0
DateNov 2024
Total AUM$1B
Discretionary$991.8M
Non-Disc.$14M
Employees7
Clients0
DateOct 2024
Total AUM$1B
Discretionary$991.8M
Non-Disc.$14M
Employees7
Clients0
DateJul 2024
Total AUM$1B
Discretionary$991.8M
Non-Disc.$14M
Employees7
Clients0
DateJan 2024
Total AUM$1B
Discretionary$991.8M
Non-Disc.$14M
Employees7
Clients0
DateDec 2023
Total AUM$958.6M
Discretionary$946.6M
Non-Disc.$12M
Employees5
Clients0
DateOct 2023
Total AUM$958.6M
Discretionary$946.6M
Non-Disc.$12M
Employees5
Clients0
DateFeb 2023
Total AUM$958.6M
Discretionary$946.6M
Non-Disc.$12M
Employees5
Clients0
DateJan 2023
Total AUM$958.6M
Discretionary$946.6M
Non-Disc.$12M
Employees5
Clients0
DateJan 2023
Total AUM$717.6M
Discretionary$694.4M
Non-Disc.$23.2M
Employees5
Clients0
DateApr 2022
Total AUM$717.6M
Discretionary$694.4M
Non-Disc.$23.2M
Employees5
Clients0
DateFeb 2022
Total AUM$717.6M
Discretionary$694.4M
Non-Disc.$23.2M
Employees5
Clients0
DateSep 2021
Total AUM$478.8M
Discretionary$471.5M
Non-Disc.$7.3M
Employees5
Clients0
DateFeb 2021
Total AUM$478.8M
Discretionary$471.5M
Non-Disc.$7.3M
Employees5
Clients0
DateOct 2020
Total AUM$305.1M
Discretionary$299.1M
Non-Disc.$6M
Employees5
Clients0
DateJun 2020
Total AUM$305.1M
Discretionary$299.1M
Non-Disc.$6M
Employees5
Clients0
DateMay 2020
Total AUM$305.1M
Discretionary$299.1M
Non-Disc.$6M
Employees5
Clients0
DateApr 2020
Total AUM$305.1M
Discretionary$299.1M
Non-Disc.$6M
Employees5
Clients0
DateJan 2020
Total AUM$305.1M
Discretionary$299.1M
Non-Disc.$6M
Employees5
Clients0
DateJan 2019
Total AUM$222.3M
Discretionary$204.2M
Non-Disc.$18.1M
Employees5
Clients0
DateOct 2018
Total AUM$108.8M
Discretionary$98.2M
Non-Disc.$10.6M
Employees4
Clients0
DateAug 2018
Total AUM$108.8M
Discretionary$98.2M
Non-Disc.$10.6M
Employees4
Clients0
DateJan 2018
Total AUM$108.8M
Discretionary$98.2M
Non-Disc.$10.6M
Employees4
Clients0
DateSep 2017
Total AUM$101.6M
Discretionary$92.9M
Non-Disc.$8.7M
Employees4
Clients1
DateJan 2017
Total AUM$39.6M
Discretionary$39.6M
Non-Disc.$0
Employees4
Clients0
DateJan 2017
Total AUM$39.6M
Discretionary$39.6M
Non-Disc.$0
Employees4
Clients0
DateDec 2016
Total AUM$39.6M
Discretionary$39.6M
Non-Disc.$0
Employees4
Clients0
DateDec 2016
Total AUM$39.6M
Discretionary$39.6M
Non-Disc.$0
Employees4
Clients0
DateSep 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateAug 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0