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Metamorphosis Money Management LLC (Denver)


Metamorphosis Money Management LLC is a large advisory firm based in Denver. It manages $57.23 million of regulatory assets for 12 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of Colorado, Florida, Illinois, and Virginia.




Metamorphosis Money Management provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Metamorphosis Money Management: assets under management

The assets under management (AUM) of Metamorphosis Money Management LLC is $57.23 million. The firm's AUM has grown by 63% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $42.92 million in discretionary accounts and $14.31 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $5.36 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $3.58 million.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Metamorphosis Money Management LLC for their services and products based on a percentage of assets under management. 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.

Indirect Owners

The SEC currently registers 5 indirect owners.

Name Entity Date acquired Ownership Employer ID
Harvey Baer Allon Sole owner 1 Jul 1994 75% - 100% 726935
Harvey Baer Allon Manager/member 1 Oct 2006 75% - 100% 726935
Braddock Financial Corp. Member 1 Nov 2006 50% - 75% 112732
Braddock Holdings Company Llc Member 1 Nov 2006 50% - 75% 42-1717298
John Graham Phoenix Member/manager 1 Feb 2007 75% - 100% 2166774

Based in Denver

The principal office where Metamorphosis Money Management LLC performs its advisory services is located at 1200 17 Th Street Suite 880, Denver, CO 80202, 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 303-567-6490 or by fax 303-291-1312. The normal business hours are 7:30 - 4:00 mt on Monday - Friday.


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