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Joel T Martin

DENVER MONEY MANAGER, LLC·DENVER, Colorado
Unclaimed Profile
1401 WEWATTA STREET #110, DENVER, CO 80202CRD# 5398554Firm CRD# 106462
01

About

Joel T Martin is a registered financial advisor based in DENVER, Colorado, affiliated with DENVER MONEY MANAGER, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
DENVER MONEY MANAGER, LLC
DENVER MONEY MANAGER, LLC
AUM
$153M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at DENVER MONEY MANAGER, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5398554
Firm CRD# 106462
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Joel T Martin offer?
Joel T Martin specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in DENVER, Colorado for a consultation.
What are Joel T Martin's credentials?
Joel T Martin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joel T Martin located?
Joel T Martin is based in DENVER, Colorado, working with DENVER MONEY MANAGER, LLC. Their office serves clients in the DENVER metropolitan area and surrounding communities.
How does Joel T Martin charge for services?
Joel T Martin's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DENVER MONEY MANAGER, LLC?
DENVER MONEY MANAGER, LLC has approximately 4 employees and manages $153M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Colorado
GREENWOOD VILLAGE (262)BOULDER (238)COLORADO SPRINGS (134)CENTENNIAL (67)ENGLEWOOD (66)
City Guides
GREENWOOD VILLAGE GuideBOULDER GuideCOLORADO SPRINGS GuideCENTENNIAL GuideENGLEWOOD Guide
Research
Advisor Fees in ColoradoNational Fee Analysis
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