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BASILIC
BASILIC LLC
CRD 329731
3700 N FRANKLIN ST., SUITE 2, DENVER, CO, 80205, United States
Phone
608-438-6737
Fax
N/A
Registration
— (—)
Source
State registered
Total AUM
$1.8M
Discretionary AUM
$92K
Team
1 total employees; 1 advisory reps; 6 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-28
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 9 | $92K |
| Pension/profit sharing plans | 13 | $1.8M |
All web addresses on file
Official SEC filing: View on IAPD