Srs Capital Advisors, Inc.

Srs Capital Advisors, Inc. (CRD# 133535) is a financial advisory firm headquartered in Denver, CO. They manage $1,438,586,845 in 3,686 accounts and serve the financial needs of clients across 25 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,439
    MILLION
  • Total Number of Accounts
    3,686
    ACCOUNTS
  • Average Account Value
    $390,284
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, GA, IA, IL, LA, MA, MD, NC, NE, NH, NM, NY, OK, OR, PA, SC, TX, UT, VA, WA, WI, WY

Financial Advisors at Srs Capital Advisors, Inc.
Showing 11 - 18 of 18 top financial advisors.
11
John M. Montgomery
CRD#: 1033543
Mount Pleasant, SC

John Montgomery (CRD# 1033543) is an Investment Advisor Representative working at Srs Capital Advisors, Inc. in Mount Pleasant, SC and has over 42 years of experience in the finance industry.

12
Daniel A. Noven
CRD#: 4537156
730 17th Street, Suite 107, Denver, CO 80202

Daniel Noven (CRD# 4537156) is an Investment Advisor Representative working at Srs Capital Advisors, Inc. in Denver, CO and has 1 year of experience in the finance industry.

13
Christian T. Pevarnik
CRD#: 5146354
730 17th Street, Suite 107, Denver, CO 80202

Christian Pevarnik (CRD# 5146354) is an Investment Advisor Representative working at Srs Capital Advisors, Inc. in Denver, CO and has over 17 years of experience in the finance industry.

14
Anjanette M. Phetteplace
CRD#: 5074559
730 17th Street, Suite 107, Denver, CO 80202

Anjanette Phetteplace (CRD# 5074559) is an Investment Advisor Representative working at Srs Capital Advisors, Inc. in Denver, CO and has 1 year of experience in the finance industry.

15
Michael P. Riordan
CRD#: 6013876
730 17th Street, Suite 107, Denver, CO 80202

Michael Riordan (CRD# 6013876) is an Investment Advisor Representative working at Srs Capital Advisors, Inc. in Denver, CO and has over 12 years of experience in the finance industry.

16
Gregory P. Seal
CRD#: 1290465
730 17th Street, Suite 107, Denver, CO 80202

Gregory Seal (CRD# 1290465) is an Investment Advisor Representative working at Srs Capital Advisors, Inc. in Denver, CO and has over 39 years of experience in the finance industry.

17
David A. Simon
CRD#: 2453158
730 17th Street, Suite 107, Denver, CO 80202

David Simon (CRD# 2453158) is an Investment Advisor Representative working at Srs Capital Advisors, Inc. in Denver, CO and has over 30 years of experience in the finance industry.

18
Patrick C. South
CRD#: 4585431
Wayne, PA

Patrick South (CRD# 4585431) is an Investment Advisor Representative working at Srs Capital Advisors, Inc. in Wayne, PA and has over 21 years of experience in the finance industry.

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