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Kenneth Laird Macdonald

PANORAMA WEALTH ADVISORS·GREENWOOD VILLAGE, Colorado
Unclaimed Profile
5619 DTC PARKWAY, GREENWOOD VILLAGE, CO 80111CRD# 4587179Firm CRD# 324199
01

About

Kenneth Laird Macdonald is a registered financial advisor based in GREENWOOD VILLAGE, Colorado, affiliated with PANORAMA WEALTH ADVISORS. 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
PANORAMA WEALTH ADVISORS
PANORAMA WEALTH ADVISORS
AUM
$101M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at PANORAMA WEALTH ADVISORS →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4587179
Firm CRD# 324199
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kenneth Laird Macdonald offer?
Kenneth Laird Macdonald specializes in Financial Planning, Investment Management. Contact their office in GREENWOOD VILLAGE, Colorado for a consultation.
What are Kenneth Laird Macdonald's credentials?
Kenneth Laird Macdonald is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kenneth Laird Macdonald located?
Kenneth Laird Macdonald is based in GREENWOOD VILLAGE, Colorado, working with PANORAMA WEALTH ADVISORS. Their office serves clients in the GREENWOOD VILLAGE metropolitan area and surrounding communities.
How does Kenneth Laird Macdonald charge for services?
Kenneth Laird Macdonald'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 PANORAMA WEALTH ADVISORS?
PANORAMA WEALTH ADVISORS has approximately 3 employees and manages $101M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at PANORAMA WEALTH ADVISORS

Bryan Scott Jarman
GREENWOOD VILLAGE, CO

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