MONEYCAFE ADVISORS, LLC
Firm details
- Headquarters
- DENVER, Colorado
- CRD number
- 150121
- Custodians
- ALTRUIST FINANCIAL LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Hourly Charges, Fixed Fees
- Client types
- HNWI58.38%
- Individuals41.62%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Moneycafe Advisors, LLC is an independent registered investment adviser organized as an LLC and owned by an individual practitioner. The firm focuses on serving individuals and families, providing financial planning and portfolio management for individuals and small businesses. Its client billing is fee-based, using hourly charges and fixed fees rather than percentage-based asset fees. The firm does not identify as an active ESG investor and is not characterized as a multi-state or pension consultant adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds74%
- Exchange Traded Equities26%
- Cash & Cash Equivalents4%
Owners & executives
1 of 1SUZUE SATO
Chief Executive OfficerCRD 5641830
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
DENVER, CO
DENVER
Location
DENVER, CO
Headquartered in DENVER, CO, anchoring the Denver-Aurora, CO metro in the West.
- Metro area
- Denver-Aurora, CO
- Region
- West
- County
- DENVER
- Address
- 501 S Cherry St
- Time zone
- MT (UTC-7)
- Office locations
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