Juliette Douglas (CRD# 7286427) is an Investment Advisor Representative working at Grandeur Peak Global Advisors in Philomath, OR and has over 3 years of experience in the finance industry.
CRD# 5619235
Raymond James Financial Services Advisors, Inc.
CRD# 2948151
Spectrum Strategic Capital Management, LLC
CRD# 6225083
Avantax Advisory Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Grandeur Peak Global Advisors, LLC | Salt Lake City, UT | Mar 2013 - Current | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2020 |
- UT
-
Total Assets Under Management6,317MILLIONS
-
Total Number of Accounts18ACCOUNTS
-
Average Account Value$350,937,276
- 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)
- Portfolio management for businesses (other than small businesses) or institutional clients
OR, UT, WA
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