Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net WorthBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
147 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$248.1M
Fee Structure
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Contact
Matthew Joseph Kelley
Location
Boulder, CO
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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 →Employment History
Current Registrations
Gold Medal Waters, INC.
August 2004 - Present · 21 yrs 6 mos
Previous Registrations
A. G. Edwards & Sons, INC.
June 2002 - August 2004 · 2 yrs 2 mos
State Registrations1 state
CO
Advisor
Exams
No exam information available for this advisor.
Additional Information
Gold Medal Waters, Inc. (GMW) is a fee-only financial advisory firm that serves as a trusted counselor to clients with substantial assets, high current income, or high earnings potential. We have developed a specialty in serving medical professionals, business owners, and other clients with complex planning needs.
Contact
Matthew Joseph Kelley