Unclaimed Profile

Lawrence Marx

ELK CREEK PARTNERS, LLC·DENVER, Colorado

Series 7, Series 63Clean record14 years registeredELK CREEK PARTNERS, LLC

44 COOK STREET, DENVER, CO 80206CRD# 2369387Firm CRD# 157499

Profile Verification

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

Identity

Lawrence Marx · DENVER, CO

Registration

CRD #2369387 · ELK CREEK PARTNERS, LLC · 14 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: ELK CREEK PARTNERS, LLC

ELK CREEK PARTNERS, LLC

Mar 2012 – May 2019

DENVER, CO

ELK CREEK PARTNERS, LLC

Aug 2011 – Dec 2011

DENVER, CO

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Registration record

First registered · August 22, 2011

Years registered · 14

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ELK CREEK PARTNERS, LLC

CRD 157499 · SEC 801-78960

AUM

$897M

Regulatory assets under management

Employees

22 client accounts

Services offered by ELK CREEK PARTNERS, LLC

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

View all advisors at ELK CREEK PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Lawrence Marx offer?

Lawrence Marx specializes in Investment Management, Wealth Management, Fee-Only Advisory.

What are Lawrence Marx's credentials?

Lawrence Marx is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Lawrence Marx located?

Lawrence Marx is based in DENVER, Colorado, last registered with ELK CREEK PARTNERS, LLC.

How does Lawrence Marx charge for services?

Lawrence Marx'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 ELK CREEK PARTNERS, LLC?

ELK CREEK PARTNERS, LLC has approximately 8 employees and manages $897M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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