Unclaimed Profile

Angela Kennedy Lee

GHP INVESTMENT ADVISORS INC·DENVER, Colorado

Clean record5 years registeredGHP INVESTMENT ADVISORS INC

1290 BROADWAY, SUITE 1100, DENVER, CO 80203CRD# 7315664Firm CRD# 107563

Profile Verification

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

Identity

Angela Kennedy Lee · DENVER, CO

Registration

CRD #7315664 · GHP INVESTMENT ADVISORS INC · 5 years registered

Brand Profile

Not yet started

Career History

GHP INVESTMENT ADVISORS INC

Feb 2021 – present

ISRAEL INVESTMENT ADVISORS, LLC

Feb 2021 – present

Registrations & Exams

Registration record

First registered · February 5, 2021

Years registered · 5

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GHP INVESTMENT ADVISORS INC

CRD 107563 · SEC 801-49990

AUM

$2.4B

Regulatory assets under management

Employees

4,024 client accounts

Services offered by GHP INVESTMENT ADVISORS INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Publication of periodicals/newsletters

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at GHP INVESTMENT ADVISORS INC →

Introduction

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Frequently Asked Questions

What services does Angela Kennedy Lee offer?

Angela Kennedy Lee specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in DENVER, Colorado for a consultation.

What are Angela Kennedy Lee's credentials?

Angela Kennedy Lee is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Angela Kennedy Lee located?

Angela Kennedy Lee is based in DENVER, Colorado, working with GHP INVESTMENT ADVISORS INC. Their office serves clients in the DENVER metropolitan area and surrounding communities.

How does Angela Kennedy Lee charge for services?

Angela Kennedy Lee's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GHP INVESTMENT ADVISORS INC?

GHP INVESTMENT ADVISORS INC has approximately 25 employees and manages $2.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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