Unclaimed Profile

Robert Edmund Grey

DENVER MONEY MANAGER, LLC·DENVER, Colorado

Clean recordDENVER MONEY MANAGER, LLC

1401 WEWATTA STREET #110, DENVER, CO 80202CRD# 702255Firm CRD# 106462

Profile Verification

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

Identity

Robert Edmund Grey · DENVER, CO

Registration

CRD #702255 · DENVER MONEY MANAGER, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Robert Edmund Grey is a registered financial advisor based in DENVER, Colorado, affiliated with DENVER MONEY MANAGER, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Fee-Only Advisory

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

DENVER MONEY MANAGER, LLC

AUM

$153M

Regulatory assets under management

Employees

Total firm employees

View all advisors at DENVER MONEY MANAGER, LLC →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 702255

Firm CRD# 106462

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Robert Edmund Grey offer?

Robert Edmund Grey specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in DENVER, Colorado for a consultation.

What are Robert Edmund Grey's credentials?

Robert Edmund Grey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Robert Edmund Grey located?

Robert Edmund Grey is based in DENVER, Colorado, working with DENVER MONEY MANAGER, LLC. Their office serves clients in the DENVER metropolitan area and surrounding communities.

How does Robert Edmund Grey charge for services?

Robert Edmund Grey'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 DENVER MONEY MANAGER, LLC?

DENVER MONEY MANAGER, LLC has approximately 4 employees and manages $153M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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