AdvisorCensus / Financial advisors / Colorado / Denver, CO / Pershing LLC
Financial advisors in Denver, CO using Pershing LLC
5 SEC-registered investment advisory firms headquartered in the Denver, CO metro area name Pershing LLC as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| Elevation Point Wealth Partners, LLC | Denver | SEC-registered investment adviser | Over $5 billion |
| Geneos Wealth Management, Inc. | Englewood | SEC-registered investment adviser | Over $5 billion |
| Hinds Financial Group Inc | Lakewood | SEC-registered investment adviser | $500 million to $1 billion |
| IMA Advisory Services, Inc. | Denver | SEC-registered investment adviser | $1 billion to $5 billion |
| Towle & Co | Denver | SEC-registered investment adviser | $100 million to $500 million |
Custodians are as filed on Form ADV, Schedule D, Section 5.K(3), which lists each custodian holding 10% or more of an adviser's separately managed account assets, from the firm's most recent filing. A custodian holds client assets; it does not endorse or supervise the adviser. AdvisorCensus has no relationship with any custodian. Pershing LLC nationwide
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