Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.
All our retirement planners go through rigorous industry experience, disclosures, and registration checks. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | 1195 Bangtail Way, Steamboat Springs, CO, 80487 | $3,856,934,993 | 9 | 32 | A percentage of AUM, Performance Based |
2 | 1169 Hilltop Pkwy, 106a Steamboat Springs, CO, 80487-2523 | $179,572,366 | 363 | 4 | A percentage of AUM |
QualificationsFirm CRD# 140370
Assets Under Management $3,856,934,993
No. Of Clients9
Clients Per Financial Advisor0
DEER PARK ROAD MANAGEMENT COMPANY, LP is a financial advisory firm situated in Steamboat Springs, Colorado. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 9 clients. The team consists of 32 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 110568
Assets Under Management $179,572,366
No. Of Clients363
Clients Per Financial Advisor91
CALLAHAN CAPITAL MANAGEMENT is a financial advisory firm situated in Steamboat Springs, Colorado. With a nearly $180M assets under management, the firm specializes in crafting personalized retirement planning solutions for 363 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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