Unclaimed Profile

Gabriel Lukas Barthelmess

TOWLE & CO·DENVER, Colorado

Series 3, Series 65Clean record6 years registeredTOWLE & CO

50 S. STEELE STREET, DENVER, CO 80209CRD# 7171562Firm CRD# 110862

Profile Verification

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

Identity

Gabriel Lukas Barthelmess · DENVER, CO

Registration

CRD #7171562 · TOWLE & CO · 6 years registered

Brand Profile

Not yet started

Career History

TOWLE & CO

Sep 2019 – present

Registrations & Exams

FINRA examinations passed

Series 3

Series 65

Registration record

First registered · September 17, 2019

Years registered · 6

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TOWLE & CO

CRD 110862 · SEC 801-16622

AUM

$879M

Regulatory assets under management

Employees

82 client accounts

Services offered by TOWLE & CO

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

Pension & Retirement Plans

View all advisors at TOWLE & CO →

Introduction

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Frequently Asked Questions

What services does Gabriel Lukas Barthelmess offer?

Gabriel Lukas Barthelmess specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in DENVER, Colorado for a consultation.

What are Gabriel Lukas Barthelmess's credentials?

Gabriel Lukas Barthelmess is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Gabriel Lukas Barthelmess located?

Gabriel Lukas Barthelmess is based in DENVER, Colorado, working with TOWLE & CO. Their office serves clients in the DENVER metropolitan area and surrounding communities.

How does Gabriel Lukas Barthelmess charge for services?

Gabriel Lukas Barthelmess'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 TOWLE & CO?

TOWLE & CO has approximately 10 employees and manages $879M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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