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David A Shields

WEALTH WATCH ADVISORS, INC·ENGLEWOOD, Colorado
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S VALLEY HWY, ENGLEWOOD, CO 80112CRD# 6479001Firm CRD# 172002
01

About

David A Shields is a registered financial advisor based in ENGLEWOOD, Colorado, affiliated with WEALTH WATCH ADVISORS, INC. 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
WEALTH WATCH ADVISORS, INC
WEALTH WATCH ADVISORS, INC
AUM
$415M
Regulatory assets under management
Employees
52
Total firm employees
View all advisors at WEALTH WATCH ADVISORS, INC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6479001
Firm CRD# 172002
1 disclosure on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David A Shields offer?
David A Shields specializes in Financial Planning, Investment Management. Contact their office in ENGLEWOOD, Colorado for a consultation.
What are David A Shields's credentials?
David A Shields is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David A Shields located?
David A Shields is based in ENGLEWOOD, Colorado, working with WEALTH WATCH ADVISORS, INC. Their office serves clients in the ENGLEWOOD metropolitan area and surrounding communities.
How does David A Shields charge for services?
David A Shields's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WEALTH WATCH ADVISORS, INC?
WEALTH WATCH ADVISORS, INC has approximately 52 employees and manages $415M 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
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