AdvisorOS Directory
Claim Profile
WS

William Michael Small

LAB QUANTITATIVE STRATEGIES, LLC·DENVER, Colorado
Unclaimed Profile
1401 LAWRENCE STREET, DENVER, CO 80202CRD# 5019652Firm CRD# 312409
01

About

William Michael Small is a registered financial advisor based in DENVER, Colorado, affiliated with LAB QUANTITATIVE STRATEGIES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
LAB QUANTITATIVE STRATEGIES, LLC
LAB QUANTITATIVE STRATEGIES, LLC
AUM
$1.6B
Regulatory assets under management
Employees
27
Total firm employees
View all advisors at LAB QUANTITATIVE STRATEGIES, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 5019652
Firm CRD# 312409
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 William Michael Small offer?
William Michael Small specializes in Retirement Planning. Contact their office in DENVER, Colorado for a consultation.
What are William Michael Small's credentials?
William Michael Small is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Michael Small located?
William Michael Small is based in DENVER, Colorado, working with LAB QUANTITATIVE STRATEGIES, LLC. Their office serves clients in the DENVER metropolitan area and surrounding communities.
How does William Michael Small charge for services?
William Michael Small'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 LAB QUANTITATIVE STRATEGIES, LLC?
LAB QUANTITATIVE STRATEGIES, LLC has approximately 27 employees and manages $1.6B 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 at LAB QUANTITATIVE STRATEGIES, LLC

Kevin Michael Bush
DENVER, CO
Alexander Greyserman
DENVER, CO
Christine E. Pedersen
DENVER, CO
Lesa Sue Carpinello
DENVER, CO
Shane Patrick Mccarthy
DENVER, CO
Trent Edward May
DENVER, CO

More Advisors in DENVER, Colorado

Charles Clarence Hibben
VERDEAM, LLC·DENVER, CO
Thomas John Meyer
CURIAN CAPITAL, LLC·DENVER, CO
Stephen Todd Erwin
WALKER & DUNLOP INVESTMENT PARTNERS, INC.·DENVER, CO
John Ellery Ostrander
INSTITUTE FOR WEALTH MANAGEMENT LLC·DENVER, CO
Karsten Ian Voermann
MERCER GLOBAL ADVISORS INC.·DENVER, CO
Abigail Murray
WEAVE FUND MANAGEMENT LLC·DENVER, CO

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Colorado
GREENWOOD VILLAGE (262)BOULDER (238)COLORADO SPRINGS (134)CENTENNIAL (67)ENGLEWOOD (66)LITTLETON (58)FORT COLLINS (38)LONE TREE (33)MONUMENT (27)ASPEN (27)
City Guides
GREENWOOD VILLAGE GuideBOULDER GuideCOLORADO SPRINGS GuideCENTENNIAL GuideENGLEWOOD Guide
Research
Advisor Fees in ColoradoNational Fee Analysis
Request removal of this profile