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325 FILLMORE LLC

DENVER, CO · CRD 287625 · IAPD ↗ · 303-398-2950

$103.8MRegulatory AUM
1Advisory reps
2Employees
1Clients
1-10Planning clients
4Private funds
2States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

30
April 2026 — 325 FILLMORE LLC reported RAUM down 85% ($714.5M -> $103.8M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
33
April 2025 — 325 FILLMORE LLC reported RAUM down 31% ($1.03B -> $714.5M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
38
April 2025 — 325 FILLMORE LLC shrank from 4 to 1 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
35
April 2024 — 325 FILLMORE LLC reported RAUM down 25% ($1.38B -> $1.03B).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
40
April 2024 — 325 FILLMORE LLC shrank from 6 to 4 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.