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Ian Douglas Barclay

JONES BARCLAY BOSTON & COMPANY·DENVER, Colorado
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1718 GAYLORD STREET, DENVER, CO 80206CRD# 4365413Firm CRD# 109982
01

About

Ian Douglas Barclay is a registered financial advisor based in DENVER, Colorado, affiliated with JONES BARCLAY BOSTON & COMPANY. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

Firm Overview

Firm
JONES BARCLAY BOSTON & COMPANY
JONES BARCLAY BOSTON & CO.
AUM
$315M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at JONES BARCLAY BOSTON & COMPANY →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Market timing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4365413
Firm CRD# 109982
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Ian Douglas Barclay offer?
Ian Douglas Barclay specializes in Financial Planning, Investment Management. Contact their office in DENVER, Colorado for a consultation.
What are Ian Douglas Barclay's credentials?
Ian Douglas Barclay is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Ian Douglas Barclay located?
Ian Douglas Barclay is based in DENVER, Colorado, working with JONES BARCLAY BOSTON & COMPANY. Their office serves clients in the DENVER metropolitan area and surrounding communities.
How does Ian Douglas Barclay charge for services?
Ian Douglas Barclay's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is JONES BARCLAY BOSTON & COMPANY?
JONES BARCLAY BOSTON & COMPANY has approximately 9 employees and manages $315M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Colorado
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City Guides
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Research
Advisor Fees in ColoradoNational Fee Analysis
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