Bookcliff Financial

Bookcliff Financial (CRD# 284015) is a financial advisory firm headquartered in Grand Junction, CO. They manage $2,000,000 in 48 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
2470 Patterson Rd, Suite 6, Grand Junction, CO 81505
https://www.bookclifffinancial.com
By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    48
    ACCOUNTS
  • Average Account Value
    $41,667
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CO

Financial Advisors at Bookcliff Financial
Showing 1 - 1 of 1 top financial advisors.
1
Seth Lewis, financial advisor Grand Junction CO
Seth J. Lewis
CRD#: 5918629
2470 Patterson Rd, Suite 6, Grand Junction, CO 81505

Seth Lewis (CRD# 5918629) is an Investment Advisor Representative working at Bookcliff Financial in Grand Junction, CO and has over 12 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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