Unclaimed Profile

Kimberly Ann Halkett

CHERRY HILLS INVESTMENT ADVISORS, INC.·GREENWOOD VILLAGE, Colorado

Clean recordCHERRY HILLS INVESTMENT ADVISORS, INC.

8400 E. PRENTICE AVE., GREENWOOD VILLAGE, CO 80111CRD# 2637577Firm CRD# 171882

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Kimberly Ann Halkett · GREENWOOD VILLAGE, CO

Registration

CRD #2637577 · CHERRY HILLS INVESTMENT ADVISORS, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Kimberly Ann Halkett is a registered financial advisor based in GREENWOOD VILLAGE, Colorado, affiliated with CHERRY HILLS INVESTMENT ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

CHERRY HILLS INVESTMENT ADVISORS, INC.

AUM

$193M

Regulatory assets under management

Employees

Total firm employees

View all advisors at CHERRY HILLS INVESTMENT ADVISORS, INC. →

Services

Financial planning

Portfolio management (individuals)

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 2637577

Firm CRD# 171882

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Kimberly Ann Halkett offer?

Kimberly Ann Halkett specializes in Financial Planning, Investment Management. Contact their office in GREENWOOD VILLAGE, Colorado for a consultation.

What are Kimberly Ann Halkett's credentials?

Kimberly Ann Halkett is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kimberly Ann Halkett located?

Kimberly Ann Halkett is based in GREENWOOD VILLAGE, Colorado, working with CHERRY HILLS INVESTMENT ADVISORS, INC.. Their office serves clients in the GREENWOOD VILLAGE metropolitan area and surrounding communities.

How does Kimberly Ann Halkett charge for services?

Kimberly Ann Halkett'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 CHERRY HILLS INVESTMENT ADVISORS, INC.?

CHERRY HILLS INVESTMENT ADVISORS, INC. has approximately 4 employees and manages $193M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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