Kelly BauerleCRD Number: 4591672
Current Firm: Ascent Investment Advisors, LLC
Kelly Bauerle (CRD# 4591672) is an Investment Advisor Representative working at Ascent Investment Advisors, LLC in Greenwood Village, CO and has over 8 years of experience in the finance industry.
Ewealth Consulting, LLC
Anthony Capital, LLC
|Fdx Capital LLC||New York, NY||Sep 2015 - Current||1|
|James Alpha Management, LLC||Greenwood Village, CO||Jun 2011 - Current||6|
|Ascent Real Estate Securities LLC||Greenwood Village, CO||Jun 2011 - Sep 2015||4|
|Transamerica Capital Inc.||Denver, CO||Nov 2009 - Jun 2011||1|
|Old Mutual Capital, Inc.||Denver, CO||Mar 2005 - Sep 2009||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2009|
Total Assets Under Management400MILLIONS
Total Number of Accounts4ACCOUNTS
Average Account Value$100,000,000
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
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