David Lawrence Day

CFP

Gold Medal Waters, INC.

9 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net WorthBusiness Owners

Gold Medal Waters, INC.

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

Location

Denver, CO

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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.

Employment History

Current Registrations

Gold Medal Waters, INC.

September 2017 - Present · 8 yrs 5 mos

Previous Registrations

Diversified Asset Management, INC.

January 2015 - November 2016 · 1 yr 10 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.