Sugden Wealth Management, LLC
Sugden Wealth Management, LLC (CRD# 165766) is a financial advisory firm headquartered in Denver, CO. They manage $43,300,000 in 85 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management43MILLION
-
Total Number of Accounts85ACCOUNTS
-
Average Account Value$509,412
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CO
Financial Advisors at Sugden Wealth Management, LLC
1
George Sugden (CRD# 5750227) is an Investment Advisor Representative working at Sugden Wealth Management, LLC in Denver, CO and has over 15 years of experience in the finance industry.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.