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Randy Allen Schmidt

ICA GROUP WEALTH MANAGEMENT, LLC·DENVER, Colorado
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2000 S. COLORADO BLVD,, DENVER, CO 80222CRD# 2755426Firm CRD# 311419
01

About

Randy Allen Schmidt 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# 2755426
Firm CRD# 311419
1 disclosure on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Randy Allen Schmidt offer?
Randy Allen Schmidt specializes in Financial Planning, Investment Management. Contact their office in DENVER, Colorado for a consultation.
What are Randy Allen Schmidt's credentials?
Randy Allen Schmidt is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Randy Allen Schmidt located?
Randy Allen Schmidt 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 Randy Allen Schmidt charge for services?
Randy Allen Schmidt'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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City Guides
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Research
Advisor Fees in ColoradoNational Fee Analysis
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