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Carlos Simoes

UX WEALTH PARTNERS LLC·CENTENNIAL, Colorado
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7200 S ALTON WAY, CENTENNIAL, CO 80112CRD# 6084951Firm CRD# 308983
01

About

Carlos Simoes is a registered financial advisor based in CENTENNIAL, Colorado, affiliated with UX WEALTH PARTNERS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
UX WEALTH PARTNERS LLC
UX WEALTH PARTNERS LLC
AUM
$1.5B
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at UX WEALTH PARTNERS LLC →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 6084951
Firm CRD# 308983
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Carlos Simoes offer?
Carlos Simoes specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in CENTENNIAL, Colorado for a consultation.
What are Carlos Simoes's credentials?
Carlos Simoes is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Carlos Simoes located?
Carlos Simoes is based in CENTENNIAL, Colorado, working with UX WEALTH PARTNERS LLC. Their office serves clients in the CENTENNIAL metropolitan area and surrounding communities.
How does Carlos Simoes charge for services?
Carlos Simoes'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 UX WEALTH PARTNERS LLC?
UX WEALTH PARTNERS LLC has approximately 7 employees and manages $1.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in CENTENNIAL
Larry Wayne Stark — NATIONAL VALUATION CONSULTANTS, INC.Jerrod Allen Weiss — PLAN STRATEGIES INCBurke Randall Johnson — PLAN STRATEGIES INCCarl Gregory Derozario — VERDEAM, LLCKevin Scott Moore — RAISA ENERGY LLC
Nearby cities in Colorado
DENVER (1269)GREENWOOD VILLAGE (262)BOULDER (238)COLORADO SPRINGS (134)ENGLEWOOD (66)
City Guides
DENVER GuideGREENWOOD VILLAGE GuideBOULDER GuideCOLORADO SPRINGS GuideENGLEWOOD Guide
Research
Advisor Fees in ColoradoNational Fee Analysis
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