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Patricia Anne Mcnamara

CHERRY CREEK INVESTMENT ADVISORS INC·ENGLEWOOD, Colorado
CHERRY CREEK INVESTMENT ADVISORS INC
68 INVERNESS LANE EAST #206, ENGLEWOOD, CO 80112CRD# 1625543Firm CRD# 107426

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Patricia Anne Mcnamara · ENGLEWOOD, CO
Registration
CRD #1625543 · CHERRY CREEK INVESTMENT ADVISORS INC
Brand Profile
Not yet started
Disclosure history
2 disclosures on file · See FINRA BrokerCheck for full record
01

About

Patricia Anne Mcnamara is a registered financial advisor based in ENGLEWOOD, Colorado, affiliated with CHERRY CREEK INVESTMENT ADVISORS INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
CHERRY CREEK INVESTMENT ADVISORS INC
CHERRY CREEK INVESTMENT ADVISORS INC
AUM
$245M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at CHERRY CREEK INVESTMENT ADVISORS INC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1625543
Firm CRD# 107426
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Patricia Anne Mcnamara offer?
Patricia Anne Mcnamara specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in ENGLEWOOD, Colorado for a consultation.
What are Patricia Anne Mcnamara's credentials?
Patricia Anne Mcnamara is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Patricia Anne Mcnamara located?
Patricia Anne Mcnamara is based in ENGLEWOOD, Colorado, working with CHERRY CREEK INVESTMENT ADVISORS INC. Their office serves clients in the ENGLEWOOD metropolitan area and surrounding communities.
How does Patricia Anne Mcnamara charge for services?
Patricia Anne Mcnamara's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CHERRY CREEK INVESTMENT ADVISORS INC?
CHERRY CREEK INVESTMENT ADVISORS INC has approximately 3 employees and manages $245M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CHERRY CREEK INVESTMENT ADVISORS INC

Sean David Castle
ENGLEWOOD, CO

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