David Frum, financial advisor Golden CO
90 score

David Frum

CRD Number: 5976823
Current Firm: Western Wealth Management LLC

David Frum (CRD# 5976823) is an Investment Advisor Representative working at Western Wealth Management LLC in Golden, CO and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Western Wealth Management LLC Golden, CO Jun 2016 - Current < 1
Western Wealth Management, LLC Greenwood Village, CO Oct 2013 - Current 3
Lpl Financial, LLC Greenwood Village, CO Sep 2013 - Current 3
Northstar Realty Securities Greenwood Village, CO Sep 2011 - Sep 2013 2
Servicesource Denver, CO Apr 2010 - Aug 2011 1
Wine Cru Beverage Aurora, CO Nov 2000 - Mar 2010 9
Alliance For Climate Protection Portland, OR Apr 2009 - Aug 2009 < 1
Colorado Democratic Party Colorado Springs, CO Sep 2008 - Nov 2008 < 1
Jila Research Institute Boulder, CO Feb 2007 - Aug 2008 1
Brinker International Louisville, CO May 2006 - Sep 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2011
S65 NASAA Investment Advisors Law Examination Jan 2014
Contact Info for David C. Frum
Phone Number: 303-393-2445
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    618
    MILLIONS
  • Total Number of Accounts
    3,230
    ACCOUNTS
  • Average Account Value
    $191,285
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States

AZ, CA, CO, CT, DE, FL, GA, IL, KS, MA, MD, MN, MO, NH, NJ, NM, NY, OH, PA, TN, TX, WA

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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