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Michael Ross Shell

GREEN ALPHA ADVISORS, LLC·NIWOT, Colorado
Unclaimed Profile
136 2ND AVENUE, NIWOT, CO 80544CRD# 6535772Firm CRD# 144413
01

About

Michael Ross Shell is a registered financial advisor based in NIWOT, Colorado, affiliated with GREEN ALPHA ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
GREEN ALPHA ADVISORS, LLC
GREEN ALPHA INVESTMENTS
AUM
$330M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at GREEN ALPHA ADVISORS, LLC →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 6535772
Firm CRD# 144413
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Michael Ross Shell offer?
Michael Ross Shell specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in NIWOT, Colorado for a consultation.
What are Michael Ross Shell's credentials?
Michael Ross Shell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael Ross Shell located?
Michael Ross Shell is based in NIWOT, Colorado, working with GREEN ALPHA ADVISORS, LLC. Their office serves clients in the NIWOT metropolitan area and surrounding communities.
How does Michael Ross Shell charge for services?
Michael Ross Shell's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GREEN ALPHA ADVISORS, LLC?
GREEN ALPHA ADVISORS, LLC has approximately 4 employees and manages $330M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in NIWOT
Jeremy Wyatt Deems — GREEN ALPHA ADVISORS, LLCGarvin Frederic Jabusch — GREEN ALPHA ADVISORS, LLCBetsy M Moszeter — GREEN ALPHA ADVISORS, LLCRobert Muir — GREEN ALPHA ADVISORS, LLCRobert M. Di Scipio — SKYLAND CAPITAL
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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