MARGIN

MARGIN of DENVER, CO is an SEC-registered investment adviser (CRD 290094). Regulatory assets under management: $66.8M.

Registration

• CRD: 290094
• Type: Registered investment adviser
• Location: 501 S CHERRY ST SUITE 1100, DENVER, CO, 80246
• Phone: (303)990-1504
• Latest filing: 2026-03-30
• Regulatory AUM: $66.8M
• Discretionary AUM: $65.7M
• Non-discretionary AUM: $1.1M
• Clients: 1
• Accounts: 128

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 290094 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search