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David Kircos

CHALLENGER FINANCE ADVISORS, LLC·DENVER, Colorado
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1777 WEWATTA STREET, DENVER, CO 80202CRD# 7163085Firm CRD# 305292
01

About

David Kircos is a registered financial advisor based in DENVER, Colorado, affiliated with CHALLENGER FINANCE ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Pension & Retirement Plans
03

Firm Overview

Firm
CHALLENGER FINANCE ADVISORS, LLC
CHALLENGER FINANCE ADVISORS, LLC
AUM
—
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at CHALLENGER FINANCE ADVISORS, LLC →
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 7163085
Firm CRD# 305292
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David Kircos offer?
David Kircos specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in DENVER, Colorado for a consultation.
What are David Kircos's credentials?
David Kircos is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Kircos located?
David Kircos is based in DENVER, Colorado, working with CHALLENGER FINANCE ADVISORS, LLC. Their office serves clients in the DENVER metropolitan area and surrounding communities.
How does David Kircos charge for services?
David Kircos'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 CHALLENGER FINANCE ADVISORS, LLC?
CHALLENGER FINANCE ADVISORS, LLC has approximately 3 employees. The firm is registered with the SEC as an investment adviser.
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DENVER, CO
Gabriel Rapoport
DENVER, CO

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