Schwartz Mabry Private Wealth Advisory, LLC
Colorado
Registered In
09/08/2009
Incorp. Date
Company Summary
Schwartz Mabry Private Wealth Advisory, LLC at 5251 Dtc Pkwy STE 1185, Greenwood Village, Co 80111 lists Garner A Mabry IV of Greenwood Village, CO and a DBA of Legacy Private Wealth Partners.
- Registered In
- Colorado
- Incorporation Date
- Registration Type
- Domestic
- Company Type
- Limited Liability Company
- Status
- Good Standing
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
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Garner A Mabry IV
Registered Agent
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5251 DTC PKWY STE 1185, GREENWOOD VILLAGE, CO 80111
(Mailing)
6976 RIM RIDGE WAY, CASTLE ROCK, CO 80108
(View Past Addresses)
|
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5251 DTC PKWY STE 1185, GREENWOOD VILLAGE, CO 80111
View Map
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Aliases are alternate names by which a company or individual conducts business, commonly referred to as a Trade Name, Fictitious Name, or DBA (Doing Business As).
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Legacy Private Wealth Partners
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Greenwood Village, CO Greenwood Village, CO |
Financial Information for Schwartz Mabry Private Wealth Advisory, LLC
Form 5500
SCHWARTZ MABRY PRIVATE WEALTH ADVISORY, LLC
5251 Dtc Parkway Suite 1185, Greenwood Village, Co 80111 (720) 381-2669 EIN:27-0880773 Plan Admin:Garner Mabry| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameSCHWARTZ MABRY PRIVATE WEALTH ADVISORY, LLC 401K PLAN Plan #001 Participants BOY/EOY11 / 11 Assets BOY/EOY$449,336 / $708,577 | 2023 | SCHWARTZ MABRY PRIVATE WEALTH ADVISORY, LLC 401K PLAN - Plan #001 | 11 / 11 | $449,336 / $708,577 |
| 2022 | Plan NameSCHWARTZ MABRY PRIVATE WEALTH ADVISORY, LLC 401K PLAN Plan #001 Participants BOY/EOY10 / 11 Assets BOY/EOY$428,839 / $449,336 | 2022 | SCHWARTZ MABRY PRIVATE WEALTH ADVISORY, LLC 401K PLAN - Plan #001 | 10 / 11 | $428,839 / $449,336 |
| 2021 | Plan NameSCHWARTZ MABRY PRIVATE WEALTH ADVISORY, LLC 401K PLAN Plan #001 Participants BOY/EOY7 / 10 Assets BOY/EOY$247,026 / $428,839 | 2021 | SCHWARTZ MABRY PRIVATE WEALTH ADVISORY, LLC 401K PLAN - Plan #001 | 7 / 10 | $247,026 / $428,839 |
| 2020 | Plan NameSCHWARTZ MABRY PRIVATE WEALTH ADVISORY, LLC 401K PLAN Plan #001 Participants BOY/EOY4 / 7 Assets BOY/EOY$0 / $247,026 | 2020 | SCHWARTZ MABRY PRIVATE WEALTH ADVISORY, LLC 401K PLAN - Plan #001 | 4 / 7 | $0 / $247,026 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
SCHWARTZ MABRY PRIVATE WEALTH ADVISORY LLC
5251 Dtc Pkwy Ste 1185, Greenwood Village, CO 80111-2746 Ethnicity:Hispanic or Latino Veteran:No| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 02/12/2021 | Approved$92,977 Forgiven$93,583 LenderLive Oak Banking Company Jobs7 | 02/12/2021 | $92,977 | $93,583 | Live Oak Banking Company | 7 |
| 04/08/2020 | Approved$85,600 Forgiven$86,365 LenderLive Oak Banking Company Jobs5 | 04/08/2020 | $85,600 | $86,365 | Live Oak Banking Company | 5 |
PPP Loans based on Paycheck Protection Program.
Address Match:5251 Dtc Pkwy Ste 1185 Greenwood Village, CO
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The following government agencies have contributed data:
Colorado Secretary of State U.S. Department of Labor U.S. Small Business Administration
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