Claim Profile
DS

David Lee Sturgeon

SALATHE CAPITAL LLP·DENVER, Colorado
Unclaimed Profile
1610 WYNKOOP ST SUITE 400, DENVER, CO 80202CRD# 4809133Firm CRD# 305390
01

About

David Lee Sturgeon is a registered financial advisor based in DENVER, Colorado, affiliated with SALATHE CAPITAL LLP. 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
SALATHE CAPITAL LLP
AUM
Regulatory assets under management
Employees
4
Total firm employees
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Other: RESIDUAL CASH FLOW
Regulatory
SEC/IARD CRD# 4809133
Firm CRD# 305390
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in DENVER?

Browse all registered financial advisors in DENVER, Colorado or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does David Lee Sturgeon offer?
David Lee Sturgeon specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in DENVER, Colorado for a consultation.
What are David Lee Sturgeon's credentials?
David Lee Sturgeon is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Lee Sturgeon located?
David Lee Sturgeon is based in DENVER, Colorado, working with SALATHE CAPITAL LLP. Their office serves clients in the DENVER metropolitan area and surrounding communities.
How does David Lee Sturgeon charge for services?
David Lee Sturgeon's firm is compensated through percentage of aum, other: residual cash flow. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SALATHE CAPITAL LLP?
SALATHE CAPITAL LLP has approximately 4 employees. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →