Class Vi Family Office, LLC

Class Vi Family Office, LLC (CRD# 285035) is a financial advisory firm headquartered in Denver, CO. They manage $1,005,775,067 in 550 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,006
    MILLION
  • Total Number of Accounts
    550
    ACCOUNTS
  • Average Account Value
    $1,828,682
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, OH, TX, WA

Financial Advisors at Class Vi Family Office, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Matthew D. Blackburn
CRD#: 2238919
101 University Blvd, Suite 400, Denver, CO 80206

Matthew Blackburn (CRD# 2238919) is an Investment Advisor Representative working at Class Vi Family Office, LLC in Denver, CO and has over 31 years of experience in the finance industry.

2
Luke A. McCaslin
CRD#: 6311998
101 University Blvd, Suite 400, Denver, CO 80206

Luke McCaslin (CRD# 6311998) is an Investment Advisor Representative working at Class Vi Family Office, LLC in Denver, CO and has over 9 years of experience in the finance industry.

3
Sean T. Swierczewski
CRD#: 6968606
101 University Blvd, Suite 400, Denver, CO 80206

Sean Swierczewski (CRD# 6968606) is an Investment Advisor Representative working at Class Vi Family Office, LLC in Denver, CO and has over 5 years of experience in the finance industry.

4
Dalyce B. Young
CRD#: 6707522
101 University Blvd, Suite 400, Denver, CO 80206

Dalyce Young (CRD# 6707522) is an Investment Advisor Representative working at Class Vi Family Office, LLC in Denver, CO and has 1 year of experience in the finance industry.

5
Christopher J. Younger
CRD#: 5626789
101 University Blvd, Suite 400, Denver, CO 80206

Christopher Younger (CRD# 5626789) is an Investment Advisor Representative working at Class Vi Family Office, LLC in Denver, CO and has over 14 years of experience in the finance industry.

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