Unclaimed Profile

John O'brien

CARDINAL STUDENT HOUSING I ADVISOR, LLC·DENVER, Colorado

Clean recordCARDINAL STUDENT HOUSING I ADVISOR, LLC

4100 EAST MISSISSIPPI AVENUE, DENVER, CO 80246CRD# 7112357Firm CRD# 301584

Profile Verification

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

Identity

John O'brien · DENVER, CO

Registration

CRD #7112357 · CARDINAL STUDENT HOUSING I ADVISOR, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

John O'brien is a registered financial advisor based in DENVER, Colorado, affiliated with CARDINAL STUDENT HOUSING I ADVISOR, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

CARDINAL STUDENT HOUSING I ADVISOR, LLC

AUM

$260M

Regulatory assets under management

Employees

Total firm employees

View all advisors at CARDINAL STUDENT HOUSING I ADVISOR, LLC →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Other: ACQUISITION FEES

Regulatory

SEC/IARD CRD# 7112357

Firm CRD# 301584

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does John O'brien offer?

John O'brien specializes in Retirement Planning. Contact their office in DENVER, Colorado for a consultation.

What are John O'brien's credentials?

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

Where is John O'brien located?

John O'brien is based in DENVER, Colorado, working with CARDINAL STUDENT HOUSING I ADVISOR, LLC. Their office serves clients in the DENVER metropolitan area and surrounding communities.

How does John O'brien charge for services?

John O'brien's firm is compensated through percentage of aum, performance-based fees, other: acquisition fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CARDINAL STUDENT HOUSING I ADVISOR, LLC?

CARDINAL STUDENT HOUSING I ADVISOR, LLC has approximately 26 employees and manages $260M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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