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Marcos Christian Goodman

GBG WEALTH MANAGEMENT LLC·LONE TREE, Colorado
Unclaimed Profile
10465 PARK MEADOWS DR, LONE TREE, CO 80124CRD# 7987438Firm CRD# 333368
01

About

Marcos Christian Goodman is a registered financial advisor based in LONE TREE, Colorado, affiliated with GBG WEALTH MANAGEMENT LLC. 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
Nonprofits & Foundations
03

Firm Overview

Firm
GBG WEALTH MANAGEMENT LLC
GBG WEALTH MANAGEMENT LLC
AUM
—
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at GBG WEALTH MANAGEMENT LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 7987438
Firm CRD# 333368
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Marcos Christian Goodman offer?
Marcos Christian Goodman specializes in Financial Planning, Investment Management. Contact their office in LONE TREE, Colorado for a consultation.
What are Marcos Christian Goodman's credentials?
Marcos Christian Goodman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Marcos Christian Goodman located?
Marcos Christian Goodman is based in LONE TREE, Colorado, working with GBG WEALTH MANAGEMENT LLC. Their office serves clients in the LONE TREE metropolitan area and surrounding communities.
How does Marcos Christian Goodman charge for services?
Marcos Christian Goodman'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 GBG WEALTH MANAGEMENT LLC?
GBG WEALTH MANAGEMENT LLC has approximately 3 employees. 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)
City Guides
DENVER GuideGREENWOOD VILLAGE GuideBOULDER GuideCOLORADO SPRINGS GuideCENTENNIAL Guide
Research
Advisor Fees in ColoradoNational Fee Analysis
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