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David Lee Robertson

1888 INVESTMENTS, LLC·DENVER, Colorado
Unclaimed Profile
1401 LAWRENCE STREET, DENVER, CO 80202CRD# 7886248Firm CRD# 312491
01

About

David Lee Robertson is a registered financial advisor based in DENVER, Colorado, affiliated with 1888 INVESTMENTS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
03

Firm Overview

Firm
1888 INVESTMENTS, LLC
1888 INVESTMENTS, LLC
AUM
$5.9B
Regulatory assets under management
Employees
14
Total firm employees
View all advisors at 1888 INVESTMENTS, LLC →
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 7886248
Firm CRD# 312491
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David Lee Robertson offer?
David Lee Robertson specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in DENVER, Colorado for a consultation.
What are David Lee Robertson's credentials?
David Lee Robertson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Lee Robertson located?
David Lee Robertson is based in DENVER, Colorado, working with 1888 INVESTMENTS, LLC. Their office serves clients in the DENVER metropolitan area and surrounding communities.
How does David Lee Robertson charge for services?
David Lee Robertson's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is 1888 INVESTMENTS, LLC?
1888 INVESTMENTS, LLC has approximately 14 employees and manages $5.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at 1888 INVESTMENTS, LLC

Sarah Murphy
DENVER, CO
David J May
DENVER, CO
Julia F Koch
DENVER, CO
Steven J Feilmeier
DENVER, CO
Charles Chase Koch
DENVER, CO
Charles Deganahl Koch
DENVER, CO

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Research
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