Unclaimed Profile

John Richard Berry

ICA GROUP WEALTH MANAGEMENT, LLC·DENVER, Colorado

ICA GROUP WEALTH MANAGEMENT, LLC

2000 S. COLORADO BLVD,, DENVER, CO 80222CRD# 2682535Firm CRD# 311419

Profile Verification

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

Identity

John Richard Berry · DENVER, CO

Registration

CRD #2682535 · ICA GROUP WEALTH MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

1 disclosure on file · See FINRA BrokerCheck for full record

About

John Richard Berry is a registered financial advisor based in DENVER, Colorado, affiliated with ICA GROUP WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

ICA GROUP WEALTH MANAGEMENT, LLC

AUM

$1.2B

Regulatory assets under management

Employees

Total firm employees

View all advisors at ICA GROUP WEALTH MANAGEMENT, LLC →

Services

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Other

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 2682535

Firm CRD# 311419

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does John Richard Berry offer?

John Richard Berry specializes in Financial Planning, Investment Management. Contact their office in DENVER, Colorado for a consultation.

What are John Richard Berry's credentials?

John Richard Berry is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is John Richard Berry located?

John Richard Berry is based in DENVER, Colorado, working with ICA GROUP WEALTH MANAGEMENT, LLC. Their office serves clients in the DENVER metropolitan area and surrounding communities.

How does John Richard Berry charge for services?

John Richard Berry's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ICA GROUP WEALTH MANAGEMENT, LLC?

ICA GROUP WEALTH MANAGEMENT, LLC has approximately 45 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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