Bartolf Wealth Advisors, Inc.
Bartolf Wealth Advisors, Inc. (CRD# 132300) is a financial advisory firm headquartered in , . They manage $64,245,000 in 187 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management64MILLION
Total Number of Accounts187ACCOUNTS
Average Account Value$343,556
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
CO, FL, NY
Colin Arnold (CRD# 5865053) is an Investment Advisor Representative working at Bartolf Wealth Advisors, Inc. in Jupiter, FL and has over 6 years of experience in the finance industry. Colin Arnold has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Douglas Bartolf (CRD# 3066725) is an Investment Advisor Representative working at Bartolf Wealth Advisors, Inc. in Castle Rock, CO and has over 19 years of experience in the finance industry.