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BESPOKE ADVISORY LLC
BESPOKE ADVISORY LLC
BESPOKE ADVISORY
EVERGREEN, Colorado
·
4 registered advisors
·
CRD# 323909
SEC# 801-127194
0
877-777-6845
01
Firm Overview
AUM
$111M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at BESPOKE ADVISORY LLC
4 registered advisors
Jonathan Alan Mintz
EVERGREEN, Colorado
CRD# 7669284
Lauren Alexis Mcclintock
EVERGREEN, Colorado
CRD# 7669282
Matthew Thomas Mcclintock
EVERGREEN, Colorado
CRD# 7669285
Sune Hojgaard Sorensen
EVERGREEN, Colorado
CRD# 7669477
05
Office Locations
EVERGREEN, Colorado
4 advisors
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Data sourced from SEC Form ADV filings. BESPOKE ADVISORY LLC (CRD# 323909) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.