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PARAMOUNT ASSOCIATES WEALTH MANAGEMENT, LLC
PARAMOUNT ASSOCIATES WEALTH MANAGEMENT, LLC
PARAMOUNT ASSOCIATES WEALTH MANAGEMENT
GREENWOOD VILLAGE, Colorado
·
2 registered advisors
·
CRD# 288537
SEC# 801-125797
0
720-921-1000
01
Firm Overview
AUM
$102M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at PARAMOUNT ASSOCIATES WEALTH MANAGEMENT, LLC
2 registered advisors
Andrew Abraham Klein
GREENWOOD VILLAGE, Colorado
CRD# 1308591
Robert Scott Tremlett
GREENWOOD VILLAGE, Colorado
CRD# 4514583
05
Office Locations
GREENWOOD VILLAGE, Colorado
2 advisors
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Data sourced from SEC Form ADV filings. PARAMOUNT ASSOCIATES WEALTH MANAGEMENT, LLC (CRD# 288537) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.