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Steven S Siegel

KSL ADVISORS, LLC·DENVER, Colorado
Clean recordKSL ADVISORS, LLC
100 ST. PAUL STREET, DENVER, CO 80206CRD# 5877630Firm CRD# 155677

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Steven S Siegel · DENVER, CO
Registration
CRD #5877630 · KSL ADVISORS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Steven S Siegel is a registered financial advisor based in DENVER, Colorado, affiliated with KSL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
KSL ADVISORS, LLC
KSL CAPITAL PARTNERS
AUM
$23.3B
Regulatory assets under management
Employees
114
Total firm employees
View all advisors at KSL ADVISORS, LLC →
Services
Pension consulting
Selection of other advisers
Other
04

Background

Compensation
Percentage of AUM
Performance-based fees
Other: PORTCO TRANS, MONITORING, CONSULTING, MARGIN, AND DIRECTORS FEES
Regulatory
SEC/IARD CRD# 5877630
Firm CRD# 155677
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Steven S Siegel offer?
Steven S Siegel specializes in Retirement Planning, Wealth Management. Contact their office in DENVER, Colorado for a consultation.
What are Steven S Siegel's credentials?
Steven S Siegel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Steven S Siegel located?
Steven S Siegel is based in DENVER, Colorado, working with KSL ADVISORS, LLC. Their office serves clients in the DENVER metropolitan area and surrounding communities.
How does Steven S Siegel charge for services?
Steven S Siegel's firm is compensated through percentage of aum, performance-based fees, other: portco trans, monitoring, consulting, margin, and directors fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is KSL ADVISORS, LLC?
KSL ADVISORS, LLC has approximately 114 employees and manages $23.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at KSL ADVISORS, LLC

Peter Richard Mcdermott
DENVER, CO
Thomas Edward Mcgrath
DENVER, CO
Eric Charles Resnick
DENVER, CO
James Charles Martin
DENVER, CO
Kevin Robert Rohnstock
DENVER, CO
Michael Scott Shannon
DENVER, CO

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Research
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