Essential Investment Partners, Llc, CO — Investment Adviser | BuildTrust

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ESSENTIAL INVESTMENT PARTNERS, LLC

Investment AdviceENGLEWOOD, CO

Assets Under Management

$202M

Total AUM

Donut chart: Discretionary 193.0M, Non-Discretionary 9.0M
Category	Value
Discretionary	193.0M
Non-Discretionary	9.0M

Adviser Information

Field	Value
CRD Number	149509
SEC Number	801-70121
Street Address	7887 E BELLEVIEW AVE
Street Address 2	SUITE 1275
Location	ENGLEWOOD, CO 80111
Country	United States
Phone	303-333-8498
Total Employees	3

Client Count by Type (77 Total)

Horizontal bar chart: High Net Worth Individual… 51, Individuals (other than H… 24, Charitable Organizations 2
Category	Value
High Net Worth Individual…	51
Individuals (other than H…	24
Charitable Organizations	2