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CENTERPIECE WEALTH ADVISOR L.L.C.
CENTERPIECE WEALTH ADVISOR L.L.C.
CENTERPIECE WEALTH ADVISOR
GREENWOOD VILLAGE, Colorado
·
2 registered advisors
·
CRD# 296956
SEC# 801-129631
0
720-296-5495
01
Firm Overview
AUM
$104M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Fee-Only Advisory
04
Advisors at CENTERPIECE WEALTH ADVISOR L.L.C.
2 registered advisors
Aaron Franklin Leatherwood
GREENWOOD VILLAGE, Colorado
CRD# 6290648
Jason Glenn Baer
GREENWOOD VILLAGE, Colorado
CRD# 5392411
05
Office Locations
GREENWOOD VILLAGE, Colorado
2 advisors
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Data sourced from SEC Form ADV filings. CENTERPIECE WEALTH ADVISOR L.L.C. (CRD# 296956) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.