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Netwide Capital, LLC (Boulder)


Netwide Capital, LLC is a large advisory firm based in Boulder. It manages $27.77 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of Colorado.

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Netwide Capital provides portfolio management for pooled investment vehicles and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Netwide Capital: assets under management

The assets under management (AUM) of Netwide Capital, LLC is $27.77 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 1388744900% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $27.77 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $9.26 million each.
Netwide Capital has custody of $14.54 million in cash and securities for 2 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Netwide Capital, LLC for their services and products based on a percentage of assets under management, fixed fees, and performance-based 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 Boulder

The principal office where Netwide Capital, LLC performs its advisory services is located at 1818 16 Th Street, Boulder, CO 80302, 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 (720) 266-4479 or by fax (866) 401-8162. The normal business hours are 9:00 a.m. - 4:00 p.m. on Monday - Friday. You can find more information about the New York firm at netwidecap.com.


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