HC
HC

Harold John Classick

14 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
336 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$554.1M

Fee Structure

Minimum Investment:$500K
Loading...

Location

2000 South Colorado Boulevard, Tower One Suite 3700, Denver, CO, 80222

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Harold is a practicing CPA and direct owner of Classick Financial Services, Inc., where he prepares tax returns. He spends nearly full-time providing these tax services and markets his services through Denver Private Wealth Management.

Employment History
Current Registrations
Denver Pwm, LLC
December 2014 - Present · 11 yrs 2 mos
Previous Registrations
Gill Capital Partners
November 2011 - December 2014 · 3 yrs 1 mo
State Registrations1 state
CO
Advisor
Exams
No exam information available for this advisor.