Sugden Wealth Management, LLC
Sugden Wealth Management, LLC (CRD# 165766) is a financial advisory firm headquartered in Denver, CO. They manage $4,800,000 in 23 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management5MILLION
Total Number of Accounts23ACCOUNTS
Average Account Value$208,696
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
George Sugden (CRD# 5750227) is an Investment Advisor Representative working at Sugden Wealth Management, LLC in Denver, CO and has over 8 years of experience in the finance industry. George Sugden has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.