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Gary Paul Davis

COLUMBIA BENEFITS, LLC·DENVER, Colorado
Unclaimed Profile
1720 S. BELLAIRE STREET, DENVER, CO 80222CRD# 1241738Firm CRD# 132261
01

About

Gary Paul Davis is a registered financial advisor based in DENVER, Colorado, affiliated with COLUMBIA BENEFITS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
COLUMBIA BENEFITS, LLC
COLUMBIA BENEFITS, LLC
AUM
$108M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at COLUMBIA BENEFITS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 1241738
Firm CRD# 132261
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Gary Paul Davis offer?
Gary Paul Davis specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in DENVER, Colorado for a consultation.
What are Gary Paul Davis's credentials?
Gary Paul Davis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gary Paul Davis located?
Gary Paul Davis is based in DENVER, Colorado, working with COLUMBIA BENEFITS, LLC. Their office serves clients in the DENVER metropolitan area and surrounding communities.
How does Gary Paul Davis charge for services?
Gary Paul Davis's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is COLUMBIA BENEFITS, LLC?
COLUMBIA BENEFITS, LLC has approximately 1 employees and manages $108M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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