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CHAUTAUQUA CAPITAL MANAGEMENT LLC
CHAUTAUQUA CAPITAL MANAGEMENT LLC
BOULDER, Colorado
·
6 registered advisors
·
CRD# 151238
SEC# 801-70567
303-541-1545
01
Firm Overview
AUM
$867M
Regulatory assets under management
Employees
9
Total firm employees
Advisors
6
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Compensation
Percentage of AUM
Performance-based fees
03
Specialties
Investment Management
Retirement Planning
Wealth Management
04
Advisors at CHAUTAUQUA CAPITAL MANAGEMENT LLC
6 registered advisors
Amanda Suzanne Prentiss
BOULDER, Colorado
CRD# 2714795
Amar Douglas Rao
BOULDER, Colorado
CRD# 2500648
Brian Michael Beitner
BOULDER, Colorado
CRD# 1230093
Daniel James Boston
BOULDER, Colorado
CRD# 5120471
John Francis Lynch
BOULDER, Colorado
CRD# 2011373
Richard Roy Huber
BOULDER, Colorado
CRD# 6160612
05
Office Locations
BOULDER, Colorado
6 advisors
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Data sourced from SEC Form ADV filings. CHAUTAUQUA CAPITAL MANAGEMENT LLC (CRD# 151238) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.