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Mark Patrick Culver

EPIQWEST CULVER WEALTH ADVISORS LLC·BROOMFIELD, Colorado
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370 INTERLOCKEN BLVD.,, BROOMFIELD, CO 80021CRD# 1844054Firm CRD# 308980
01

About

Mark Patrick Culver 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
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# 1844054
Firm CRD# 308980
2 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Mark Patrick Culver offer?
Mark Patrick Culver specializes in Financial Planning, Investment Management. Contact their office in BROOMFIELD, Colorado for a consultation.
What are Mark Patrick Culver's credentials?
Mark Patrick Culver is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mark Patrick Culver located?
Mark Patrick Culver 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 Mark Patrick Culver charge for services?
Mark Patrick Culver'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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