AdvisorOS Directory
Claim Profile
EK

Eric David Krawetz

WESTPEAK GLOBAL ADVISORS, LLC·LAFAYETTE, Colorado
Unclaimed Profile
2575 PARK LANE, LAFAYETTE, CO 80026-3200CRD# 5117218Firm CRD# 106769
01

About

Eric David Krawetz is a registered financial advisor based in LAFAYETTE, Colorado, affiliated with WESTPEAK GLOBAL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
WESTPEAK GLOBAL ADVISORS, LLC
WESTPEAK GLOBAL ADVISORS, LLC
AUM
$294M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at WESTPEAK GLOBAL ADVISORS, LLC →
Services
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 5117218
Firm CRD# 106769
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in LAFAYETTE?

Browse all registered financial advisors in LAFAYETTE, Colorado or claim this profile if it's yours.

Browse LAFAYETTE AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Eric David Krawetz offer?
Eric David Krawetz specializes in Retirement Planning, Wealth Management. Contact their office in LAFAYETTE, Colorado for a consultation.
What are Eric David Krawetz's credentials?
Eric David Krawetz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Eric David Krawetz located?
Eric David Krawetz is based in LAFAYETTE, Colorado, working with WESTPEAK GLOBAL ADVISORS, LLC. Their office serves clients in the LAFAYETTE metropolitan area and surrounding communities.
How does Eric David Krawetz charge for services?
Eric David Krawetz's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WESTPEAK GLOBAL ADVISORS, LLC?
WESTPEAK GLOBAL ADVISORS, LLC has approximately 7 employees and manages $294M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in LAFAYETTE
Ronan Gerard Heaney — WESTPEAK GLOBAL ADVISORS, LLCKhalid Ghayur — WESTPEAK GLOBAL ADVISORS, LLCStephen Christopher Platt — WESTPEAK GLOBAL ADVISORS, LLCIngrid Chan Hanson — WESTPEAK GLOBAL ADVISORS, LLCRobert Joseph Moore — INSTITUTIONAL CAPITAL MANAGEMENT, INC.
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
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile