Covered Call LLC

Covered Call LLC (CRD# 170297) is a financial advisory firm headquartered in Dillon, CO. They manage $6,747,594 in 14 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    7
    MILLION
  • Total Number of Accounts
    14
    ACCOUNTS
  • Average Account Value
    $481,971
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
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 Covered Call LLC
Showing 1 - 1 of 1 top financial advisors.
1
David D. Keller
CRD#: 6289333
Silverthorne, CO
89
Wealthminder
score

David Keller (CRD# 6289333) is an Investment Advisor Representative working at Covered Call LLC in Silverthorne, CO and has over 2 years of experience in the finance industry.

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