Carpe Diem Investing

Carpe Diem Investing (CRD# 150319) is a financial advisory firm headquartered in Littleton, CO. They manage $10,100,000 in 71 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    10
    MILLION
  • Total Number of Accounts
    71
    ACCOUNTS
  • Average Account Value
    $142,254
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CO

Financial Advisors at Carpe Diem Investing
Showing 1 - 2 of 2 top financial advisors.
1
Bart G. Kramer
CRD#: 5036181
2100 W. Littleton Blvd., Ste. 245, Littleton, CO 80120
93
Wealthminder
score

Bart Kramer (CRD# 5036181) is an Investment Advisor Representative working at Carpe Diem Investing in Littleton, CO and has over 10 years of experience in the finance industry.

2
Kevin Lewis
CRD#: 5036328
2100 W. Littleton Blvd., Ste. 245, Littleton, CO 80120
93
Wealthminder
score

Kevin Lewis (CRD# 5036328) is an Investment Advisor Representative working at Carpe Diem Investing in Littleton, CO and has over 10 years of experience in the finance industry.

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