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Brian Patrick Rorick

AVEO CAPITAL PARTNERS, LLC·ENGLEWOOD, Colorado
Unclaimed Profile
9635 MAROON CIRCLE, ENGLEWOOD, CO 80112CRD# 4525184Firm CRD# 157728
01

About

Brian Patrick Rorick is a registered financial advisor based in ENGLEWOOD, Colorado, affiliated with AVEO CAPITAL PARTNERS, 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
AVEO CAPITAL PARTNERS, LLC
AVEO CAPITAL PARTNERS, LLC
AUM
$1.5B
Regulatory assets under management
Employees
33
Total firm employees
View all advisors at AVEO CAPITAL PARTNERS, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4525184
Firm CRD# 157728
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Brian Patrick Rorick offer?
Brian Patrick Rorick specializes in Financial Planning, Investment Management. Contact their office in ENGLEWOOD, Colorado for a consultation.
What are Brian Patrick Rorick's credentials?
Brian Patrick Rorick is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brian Patrick Rorick located?
Brian Patrick Rorick is based in ENGLEWOOD, Colorado, working with AVEO CAPITAL PARTNERS, LLC. Their office serves clients in the ENGLEWOOD metropolitan area and surrounding communities.
How does Brian Patrick Rorick charge for services?
Brian Patrick Rorick's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is AVEO CAPITAL PARTNERS, LLC?
AVEO CAPITAL PARTNERS, LLC has approximately 33 employees and manages $1.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Colorado
DENVER (1269)GREENWOOD VILLAGE (262)BOULDER (238)COLORADO SPRINGS (134)CENTENNIAL (67)
City Guides
DENVER GuideGREENWOOD VILLAGE GuideBOULDER GuideCOLORADO SPRINGS GuideCENTENNIAL Guide
Research
Advisor Fees in ColoradoNational Fee Analysis
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