AdvisorOS Directory
Claim Profile
SM

Steven Mickelson

BEAR CREEK ASSET MANAGEMENT, LLC·DENVER, Colorado
Unclaimed Profile
1200 17TH STREET, DENVER, CO 80202CRD# 1715116Firm CRD# 137677
01

About

Steven Mickelson is a registered financial advisor based in DENVER, Colorado, affiliated with BEAR CREEK ASSET MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
03

Firm Overview

Firm
BEAR CREEK ASSET MANAGEMENT, LLC
BEAR CREEK ASSET MANAGEMENT, LLC
AUM
$4.6B
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at BEAR CREEK ASSET MANAGEMENT, LLC →
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 1715116
Firm CRD# 137677
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in DENVER?

Browse all registered financial advisors in DENVER, Colorado or claim this profile if it's yours.

Browse DENVER AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Steven Mickelson offer?
Steven Mickelson specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in DENVER, Colorado for a consultation.
What are Steven Mickelson's credentials?
Steven Mickelson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Steven Mickelson located?
Steven Mickelson is based in DENVER, Colorado, working with BEAR CREEK ASSET MANAGEMENT, LLC. Their office serves clients in the DENVER metropolitan area and surrounding communities.
How does Steven Mickelson charge for services?
Steven Mickelson's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BEAR CREEK ASSET MANAGEMENT, LLC?
BEAR CREEK ASSET MANAGEMENT, LLC has approximately 9 employees and manages $4.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in DENVER
Lori Payne Durham — MONTICELLO ASSOCIATES INCNancy Ann Harry — VAN GILDER RETIREMENT SOLUTIONS, LLCRobert Edmund Grey — DENVER MONEY MANAGER, LLCAaron David Grey — DENVER MONEY MANAGER, LLCLeslie Squires Rojas — GILL CAPITAL PARTNERS, LLC
Nearby cities in Colorado
GREENWOOD VILLAGE (262)BOULDER (238)COLORADO SPRINGS (134)CENTENNIAL (67)ENGLEWOOD (66)
City Guides
GREENWOOD VILLAGE GuideBOULDER GuideCOLORADO SPRINGS GuideCENTENNIAL GuideENGLEWOOD Guide
Research
Advisor Fees in ColoradoNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile