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Bryan Joseph Sullivan

EPIQWEST CULVER WEALTH ADVISORS LLC·BROOMFIELD, Colorado
Unclaimed Profile
370 INTERLOCKEN BLVD.,, BROOMFIELD, CO 80021CRD# 5243267Firm CRD# 308980
01

About

Bryan Joseph Sullivan is a registered financial advisor based in BROOMFIELD, Colorado, affiliated with EPIQWEST CULVER WEALTH ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
EPIQWEST CULVER WEALTH ADVISORS LLC
EPIQWEST CULVER WEALTH ADVISORS LLC
AUM
$217M
Regulatory assets under management
Employees
13
Total firm employees
View all advisors at EPIQWEST CULVER WEALTH ADVISORS LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5243267
Firm CRD# 308980
2 disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Bryan Joseph Sullivan offer?
Bryan Joseph Sullivan specializes in Financial Planning, Investment Management. Contact their office in BROOMFIELD, Colorado for a consultation.
What are Bryan Joseph Sullivan's credentials?
Bryan Joseph Sullivan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Bryan Joseph Sullivan located?
Bryan Joseph Sullivan is based in BROOMFIELD, Colorado, working with EPIQWEST CULVER WEALTH ADVISORS LLC. Their office serves clients in the BROOMFIELD metropolitan area and surrounding communities.
How does Bryan Joseph Sullivan charge for services?
Bryan Joseph Sullivan's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is EPIQWEST CULVER WEALTH ADVISORS LLC?
EPIQWEST CULVER WEALTH ADVISORS LLC has approximately 13 employees and manages $217M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Colorado
DENVER (1269)GREENWOOD VILLAGE (262)BOULDER (238)COLORADO SPRINGS (134)CENTENNIAL (67)
City Guides
DENVER GuideGREENWOOD VILLAGE GuideBOULDER GuideCOLORADO SPRINGS GuideCENTENNIAL Guide
Research
Advisor Fees in ColoradoNational Fee Analysis
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