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Geordan Capital Management LLC (Greenwood Village)


Geordan Capital Management LLC is an adviser based in Greenwood Village. It manages $65.69 million of regulatory assets for 70 client accounts. It has been registered with the SEC as an adviser since 2001.

Geordan Capital Management provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Geordan Capital Management: assets under management

The assets under management (AUM) of Geordan Capital Management LLC is $65.69 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 111% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $65.69 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $938.45 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Geordan Capital Management LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Greenwood Village

The principal office where Geordan Capital Management LLC performs its advisory services is located at 8400 E. Prentice Ave.,Ste. 625, Greenwood Village, CO 80111, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 303-694-4500 or by fax 303-220-8151. The normal business hours are 8:00am - 5:00pm on Monday - Friday.


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