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Ingrid Chan Hanson

WESTPEAK GLOBAL ADVISORS, LLC·LAFAYETTE, Colorado
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2575 PARK LANE, LAFAYETTE, CO 80026-3200CRD# 5880826Firm CRD# 106769
01

About

Ingrid Chan Hanson 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# 5880826
Firm CRD# 106769
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Ingrid Chan Hanson offer?
Ingrid Chan Hanson specializes in Retirement Planning, Wealth Management. Contact their office in LAFAYETTE, Colorado for a consultation.
What are Ingrid Chan Hanson's credentials?
Ingrid Chan Hanson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Ingrid Chan Hanson located?
Ingrid Chan Hanson 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 Ingrid Chan Hanson charge for services?
Ingrid Chan Hanson'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.
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Nearby cities in Colorado
DENVER (1269)GREENWOOD VILLAGE (262)BOULDER (238)COLORADO SPRINGS (134)CENTENNIAL (67)
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