Patrick Krulik, financial advisor Denver CO

Patrick Krulik

CRD Number: 6247706
Current Firm: First Ascent Asset Management, LLC

Patrick Krulik (CRD# 6247706) is an Investment Advisor Representative working at First Ascent Asset Management, LLC in Denver, CO and has 1 year of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
First Ascent Asset Management Denver, CO May 2016 - Current 7
Envestnet Asset Management, Inc. Denver, CO Sep 2007 - Apr 2016 8

Patrick Krulik has no recent exams reported.
Contact Info for Patrick J. Krulik
Phone Number: 720-465-7888
Registered State(s):
  • CO
  • TX
By the Numbers
  • Total Assets Under Management
    1,368
    MILLIONS
  • Total Number of Accounts
    4,897
    ACCOUNTS
  • Average Account Value
    $279,351
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AL, AZ, CA, CO, CT, DE, FL, GA, IL, IN, KY, MA, MD, MI, MN, MO, MT, NC, NJ, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI, WV

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