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LORD AND RICHARDS WEALTH MANAGEMENT, LLC
LORD AND RICHARDS WEALTH MANAGEMENT, LLC
LORD AND RICHARDS
HIGHLANDS RANCH, Colorado
·
4 registered advisors
·
CRD# 328907
SEC# 801-129213
0
720-214-6801
01
Firm Overview
AUM
$96M
Regulatory assets under management
Employees
17
Total firm employees
Advisors
4
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 LORD AND RICHARDS WEALTH MANAGEMENT, LLC
4 registered advisors
Colin Timothy Richards
HIGHLANDS RANCH, Colorado
CRD# 6371463
Dylan Loyall Schoonover
HIGHLANDS RANCH, Colorado
CRD# 7834249
Jason Christopher Vander Pol
HIGHLANDS RANCH, Colorado
CRD# 5198807
Kari Dawn Beers
HIGHLANDS RANCH, Colorado
CRD# 7834253
05
Office Locations
HIGHLANDS RANCH, Colorado
4 advisors
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Data sourced from SEC Form ADV filings. LORD AND RICHARDS WEALTH MANAGEMENT, LLC (CRD# 328907) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.