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Jonathan Alan Mintz

BESPOKE ADVISORY LLC·EVERGREEN, Colorado
Unclaimed Profile
32065 CASTLE COURT SUITE 250 A, EVERGREEN, CO 80439CRD# 7669284Firm CRD# 323909
01

About

Jonathan Alan Mintz is a registered financial advisor based in EVERGREEN, Colorado, affiliated with BESPOKE ADVISORY LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
BESPOKE ADVISORY LLC
BESPOKE ADVISORY
AUM
$111M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at BESPOKE ADVISORY LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 7669284
Firm CRD# 323909
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jonathan Alan Mintz offer?
Jonathan Alan Mintz specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in EVERGREEN, Colorado for a consultation.
What are Jonathan Alan Mintz's credentials?
Jonathan Alan Mintz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jonathan Alan Mintz located?
Jonathan Alan Mintz is based in EVERGREEN, Colorado, working with BESPOKE ADVISORY LLC. Their office serves clients in the EVERGREEN metropolitan area and surrounding communities.
How does Jonathan Alan Mintz charge for services?
Jonathan Alan Mintz'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 BESPOKE ADVISORY LLC?
BESPOKE ADVISORY LLC has approximately 5 employees and manages $111M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in EVERGREEN
Lauren Alexis Mcclintock — BESPOKE ADVISORY LLCMatthew Thomas Mcclintock — BESPOKE ADVISORY LLCSune Hojgaard Sorensen — BESPOKE ADVISORY LLCBryce Carroll Johnson — CORETACTIC STRATEGIES
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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