AdvisorOS Directory
Claim Profile
JD

Jenny Marie Dudrey

PLATTE RIVER WEALTH ADVISORS, LLC·LOUISVILLE, Colorado
Unclaimed Profile
726 FRONT STREET, LOUISVILLE, CO 80027CRD# 2810072Firm CRD# 304224
01

About

Jenny Marie Dudrey is a registered financial advisor based in LOUISVILLE, Colorado, affiliated with PLATTE RIVER WEALTH ADVISORS, 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
03

Firm Overview

Firm
PLATTE RIVER WEALTH ADVISORS, LLC
PLATTE RIVER WEALTH ADVISORS, LLC
AUM
$544M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at PLATTE RIVER WEALTH ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2810072
Firm CRD# 304224
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in LOUISVILLE?

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

Browse LOUISVILLE 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 Jenny Marie Dudrey offer?
Jenny Marie Dudrey specializes in Financial Planning, Investment Management. Contact their office in LOUISVILLE, Colorado for a consultation.
What are Jenny Marie Dudrey's credentials?
Jenny Marie Dudrey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jenny Marie Dudrey located?
Jenny Marie Dudrey is based in LOUISVILLE, Colorado, working with PLATTE RIVER WEALTH ADVISORS, LLC. Their office serves clients in the LOUISVILLE metropolitan area and surrounding communities.
How does Jenny Marie Dudrey charge for services?
Jenny Marie Dudrey'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 PLATTE RIVER WEALTH ADVISORS, LLC?
PLATTE RIVER WEALTH ADVISORS, LLC has approximately 3 employees and manages $544M 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 LOUISVILLE
Noel Fletcher Bennett — PEAK ASSET MANAGEMENT, LLCJohn Neal Mccorvie — PEAK ASSET MANAGEMENT, LLCTara Jill Hefty — PEAK ASSET MANAGEMENT, LLCChris Matthew Rebich — TORO WEST CAPITAL ADVISORS, LLCTerrance William Hefty — PEAK ASSET MANAGEMENT, LLC
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