Aware Investing, Inc.

Aware Investing, Inc. (CRD# 144809) is a financial advisory firm headquartered in , . They manage $3,550,000 in 22 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
https://www.linkedin.com/in/theretirementexpert/
By the Numbers
  • Total Assets Under Management
    4
    MILLION
  • Total Number of Accounts
    22
    ACCOUNTS
  • Average Account Value
    $161,364
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
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CO

Financial Advisors at Aware Investing, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Damon Lane, financial advisor Woodland Park CO
Damon W. Lane
CRD#: 1531800
Woodland Park, CO

Damon Lane (CRD# 1531800) is an Investment Advisor Representative working at Aware Investing, Inc. in Woodland Park, CO and has over 37 years of experience in the finance industry.

2
Michelle Lane, financial advisor Woodland Park CO
Michelle M. Lane
CRD#: 6289719
Woodland Park, CO

Michelle Lane (CRD# 6289719) is an Investment Advisor Representative working at Aware Investing, Inc. in Woodland Park, CO and has over 10 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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