Sign in Sign up for free

Agile Safety Group, LLC (Boulder)


Agile Safety Group, LLC is a large advisory firm based in Boulder. It manages $72.25 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Colorado.

Agile Safety Group provides pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Agile Safety Group: assets under management

The assets under management (AUM) of Agile Safety Group, LLC is $72.25 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 270% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $72.25 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $36.12 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Agile Safety Group, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 4 indirect owners.

Name Entity Date acquired Ownership Employer ID
Karen Zorn Greenberg Trustee 1 Sep 1991 75% - 100% 2671546
Karen Z. Greenberg Truste Dtd 09/20/1991 Member/president 1 Apr 1996 75% - 100% 56-6727116
Karen Z. Greenberg Trust Dtd 09/20/1991 Member 1 Apr 1996 75% - 100% 56-6727116
Karen Zorn Greenberg Member 1 Apr 1996 50% - 75% 2671546

Based in Boulder

The principal office where Agile Safety Group, LLC performs its advisory services is located at 4141 Arapahoe Avenue, Boulder, CO 80303, 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 303-440-8910 or by fax 303-247-0476. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday.


Registered investment advisers similar to Agile Safety Group, LLC