LR
CFP
LR
CFP

Logan Richard

1 Year 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
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Location

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

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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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Employment History
Current Registrations
Denver Pwm, LLC
November 2024 - Present · 1 yr 3 mos
State Registrations1 state
CO
Advisor
Exams
No exam information available for this advisor.
Logan Richard - Financial Advisor | TrueAdvisor