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
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.