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Mark William Spidell

EQUUS PRIVATE WEALTH MANAGEMENT LLC·CARBONDALE, Colorado
Unclaimed Profile
225 MAIN STREET, CARBONDALE, CO 81623CRD# 5374947Firm CRD# 144367
01

About

Mark William Spidell is a registered financial advisor based in CARBONDALE, Colorado, affiliated with EQUUS PRIVATE WEALTH MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
EQUUS PRIVATE WEALTH MANAGEMENT LLC
EQUUS PRIVATE WEALTH MANAGEMENT LLC
AUM
$179M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at EQUUS PRIVATE WEALTH MANAGEMENT LLC →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5374947
Firm CRD# 144367
3 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Mark William Spidell offer?
Mark William Spidell specializes in Investment Management, Fee-Only Advisory. Contact their office in CARBONDALE, Colorado for a consultation.
What are Mark William Spidell's credentials?
Mark William Spidell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mark William Spidell located?
Mark William Spidell is based in CARBONDALE, Colorado, working with EQUUS PRIVATE WEALTH MANAGEMENT LLC. Their office serves clients in the CARBONDALE metropolitan area and surrounding communities.
How does Mark William Spidell charge for services?
Mark William Spidell's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is EQUUS PRIVATE WEALTH MANAGEMENT LLC?
EQUUS PRIVATE WEALTH MANAGEMENT LLC has approximately 5 employees and manages $179M 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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