Unclaimed Profile

Aaron David Grey

DENVER MONEY MANAGER, LLC·DENVER, Colorado

Series 7, Series 66Clean record21 years registeredDENVER MONEY MANAGER, LLC

1401 WEWATTA STREET #110, DENVER, CO 80202CRD# 4719887Firm CRD# 106462

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Aaron David Grey · DENVER, CO

Registration

CRD #4719887 · DENVER MONEY MANAGER, LLC · 21 years registered

Brand Profile

Not yet started

Career History

FOCUS PARTNERS WEALTH, LLC

Jul 2024 – present

BUCKINGHAM STRATEGIC WEALTH, LLC

Feb 2016 – Nov 2024

Denver, CO

DENVER MONEY MANAGER, LLC

Mar 2005 – Jan 2016

DENVER, CO

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · March 30, 2005

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

DENVER MONEY MANAGER, LLC

CRD 106462 · SEC 801-21562

AUM

$153M

Regulatory assets under management

Employees

465 client accounts

Services offered by DENVER MONEY MANAGER, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at DENVER MONEY MANAGER, LLC →

Introduction

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Frequently Asked Questions

What services does Aaron David Grey offer?

Aaron David Grey specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in DENVER, Colorado for a consultation.

What are Aaron David Grey's credentials?

Aaron David Grey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Aaron David Grey located?

Aaron David Grey is based in DENVER, Colorado, working with DENVER MONEY MANAGER, LLC. Their office serves clients in the DENVER metropolitan area and surrounding communities.

How does Aaron David Grey charge for services?

Aaron David Grey'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 DENVER MONEY MANAGER, LLC?

DENVER MONEY MANAGER, LLC has approximately 4 employees and manages $153M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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