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Destiny Capital Corporation
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Overview Share
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Golden, Colorado
$275.4 million AUM
1 office

Destiny Capital Corporation is based in Golden, Colorado and has $275.4 million in assets under management.

Location
13922 Denver West Parkway
Suite 150
Golden, CO 80401
$275.4 million
AUM
13
Employees
AUM Share
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$275,390,324
Assets under management
907 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 202 $105,441,838 38% $521,989
High net worth individuals 75 $169,948,486 62% $2,265,980
Employees Share
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13
Employees
13
Investment analysts
100% of total employees
AUM per employee Share
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$275,390,324
Assets under management
$21,183,871
AUM per employee
$21,183,871
AUM per investment analyst
About Share
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Compensation

Destiny Capital Corporation makes money through the following ways:

  • Percentage of AUM
  • Hourly fees
  • Fixed fees
Services offered

Destiny Capital Corporation provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
Business activities
  • Broker-dealer
  • Registered representative of a broker-dealer
  • Insurance broker or agent
Firm data Share
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CRD number 111,196
SEC number 801-33822
Legal structure Corporation
Legal governance Colorado, United States
Latest ADV filing date March 28, 2020

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