Kathleen Lenover, Inc. (Denver)

Name: Kathleen Lenover, Inc.
Address: 1770 High Street, Denver, CO, 80218 1306
Telephone: 303-388-2466

Kathleen Lenover, Inc. is an adviser based in Denver. It manages $500 thousand of regulatory assets for 140 client accounts. It has been registered with the SEC as an adviser since 2008.

Kathleen Lenover provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Kathleen Lenover: assets under management

The assets under management (AUM) of Kathleen Lenover, Inc. is $500 thousand. The company doesn't manage any assets belonging to foreign clients.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Kathleen Lenover, Inc. for their services and products based on a percentage of assets under management and commissions. 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.

Careers at Kathleen Lenover, Inc.

Kathleen Teddy Lenover has been acting as President since 1 Jan 1992. Virginia Lou West joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Kathleen Teddy Lenover	President/owner	1 Jan 1992	75% - 100%	1056197
Eileen Grace Evans	Chief compliance officer	1 Mar 2007	Other	1413614
Susanne Marie Denby	Chief compliance officer	1 Jan 2008	Other	2617514
Lisanne Smith	Chief compliance officer	1 Jan 2010	Other	4305903
Virginia Lou West	Chief compliance officer	1 Jan 2011	Other	3040892

Based in Denver

The principal office where Kathleen Lenover, Inc. performs its advisory services is located at 1770 High Street, Denver, CO 80218 1306, 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 303-388-2466 or by fax 303-388-2467. The normal business hours are 8:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at www.kathleenlenover.com.