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Kelly Lynn Bauman

ICA GROUP WEALTH MANAGEMENT, LLC·DENVER, Colorado
Unclaimed Profile
2000 S. COLORADO BLVD,, DENVER, CO 80222CRD# 2122827Firm CRD# 311419
01

About

Kelly Lynn Bauman 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.

02

Focus Areas

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

Firm Overview

Firm
ICA GROUP WEALTH MANAGEMENT, LLC
ICA GROUP WEALTH MANAGEMENT, LLC
AUM
$1.2B
Regulatory assets under management
Employees
45
Total firm employees
View all advisors at ICA GROUP WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2122827
Firm CRD# 311419
1 disclosure on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kelly Lynn Bauman offer?
Kelly Lynn Bauman specializes in Financial Planning, Investment Management. Contact their office in DENVER, Colorado for a consultation.
What are Kelly Lynn Bauman's credentials?
Kelly Lynn Bauman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kelly Lynn Bauman located?
Kelly Lynn Bauman 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 Kelly Lynn Bauman charge for services?
Kelly Lynn Bauman'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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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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