David WolfCRD Number: 2090062
Current Firm: Gill Capital Partners
David Wolf (CRD# 2090062) is an Investment Advisor Representative working at Gill Capital Partners in Denver, CO and has over 10 years of experience in the finance industry.
Meridian Wealth Management LLC
Thrivent Advisor Network, LLC
|Gill Capital Partners, LLC||Denver, CO||Mar 2017 - Current||5|
|Wolf Asset Mgmt Corpcorp.||Denver, CO||Jun 1992 - Current||30|
|Synergy Wealth Advisors||Castle Rock, CO||Oct 2013 - Mar 2017||3|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Oct 2011|
Total Assets Under Management645MILLIONS
Total Number of Accounts1,335ACCOUNTS
Average Account Value$482,783
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AZ, CA, CO, KS, MN, NE, TX
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