Bryce Sowitch (CRD# 4202942) is an Investment Advisor Representative working at Ifam Capital in Fort Collins, CO and has over 12 years of experience in the finance industry.
CRD# 6262403
Raymond James & Associates, Inc.
CRD# 2896350
Ubs Financial Services Inc.
CRD# 5790901
Wells Fargo Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Ifam Capital | Fort Collins, CO | Apr 2021 - Current | 3 |
Ifam Capital | Fort Collins, CO | Mar 2015 - Current | 9 |
Ifm Capital Advisors, LLC | Greenwood Village, CO | Aug 2014 - Mar 2015 | < 1 |
Purshe Kaplan Sterling Investments | Albany, NY | Aug 2014 - Dec 2014 | < 1 |
Financial Telesis Inc. | San Rafael, CA | Jul 2011 - Aug 2014 | 3 |
Flood & Peterson | Fort Collins, CO | Feb 2011 - Aug 2014 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jun 2011 |
- CO
-
Total Assets Under Management1,705MILLIONS
-
Total Number of Accounts821ACCOUNTS
-
Average Account Value$2,076,824
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AZ, CA, CO, FL, GA, IA, ID, IL, IN, LA, MD, MN, NC, NE, NH, NV, OR, SD, TX, UT, VA, WA, WI, WY
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