Basilic
3yrs
3 years in the industry
About the firm
A registered investment advisory firm based in Denver, Colorado. It manages about $1.85 million for roughly 9 individual clients. Services include financial planning, investment management for individuals and small businesses, retirement plan consulting.
How they work
How they’re paid ?A percentage of the assets they manage; Hourly fees; Flat or fixed fees
Typical client size ?$10,192
Assets under management ?$1.85 million
Individual clients9
Median years of experience3
FoundedNot stated
Services
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managers
Advisors at Basilic
1Advisors
3Median years of experience
1States with offices
–Offices
Also known as
Basilic Wealth Management · Basilic LLC · Basilic Financial
About Basilic
How do I contact Basilic?
Call the main office at 608-438-6737. The main office is at 3700 N Franklin St. Suite 2, Denver, CO 80205.
How is Basilic paid?
The firm reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask for your total yearly cost in dollars.
What services does Basilic offer?
Financial planning, Investment management for individuals and small businesses, Retirement plan consulting, Choosing other investment managers.
How many advisors work at Basilic?
We list 1 advisor currently registered with the firm.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.