Investor Motion, LLC (Denver)


Investor Motion, LLC is an internet adviser based in Denver. It manages $1.52 million of regulatory assets for 10 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdiction of Colorado.

Investor Motion provides portfolio management for individuals and small businesses and market timing 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.

Investor Motion: assets under management

The assets under management (AUM) of Investor Motion, LLC is $1.52 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 10% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $1.52 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $151.7 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Investor Motion, LLC for their services and products based on a percentage of assets under management. 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 Denver

The principal office where Investor Motion, LLC performs its advisory services is located at 1090 South Fillmore Way, Denver, CO 80209, 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 303-477-0936 or by fax 303-325-3525. The normal business hours are 8:00-4:00 on Monday - Friday. You can find more information about the New York firm at www.investormotion.com.