BL
BL

Brandon Young Ho Lorenz

5 Years of Experience
Sells Insurance
Areas of Practice
Retirement PlanningEstate PlanningCharitable GivingTax PlanningInvestment ManagementHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
77 advisors
Number of Clients
2,692 clients
Average Client Portfolio
$1.0M average
Assets Under Management
$2.8B

Fee Structure

Minimum Investment:$1M
Financial Planning:Investment management only
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Location

730 17th Street, Suite 107, Denver, CO, 80202

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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.

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Other Business ActivitiesSells Insurance

Brandon is an independent insurance agent in Littleton, CO, with authority in variable products, accident & health, and life insurance since 2020. He dedicates a few hours per week to insurance-related activities.

Employment History
Current Registrations
Arax Advisory Partners
December 2024 - Present · 1 yr 2 mos
Previous Registrations
Cedrus
April 2021 - March 2025 · 3 yrs 11 mos
Equitable Advisors, LLC
December 2020 - April 2021 · 4 mos
Equitable Advisors, LLCBroker
September 2020 - April 2021 · 7 mos
State Registrations1 state
CO
Advisor
Exams
No exam information available for this advisor.