SRS CAPITAL ADVISORS, LLC

DENVER, Colorado·7 registered advisors·CRD# 133535
SEC# 801-6716511303-633-5900
01

Firm Overview

AUM
$1.4B
Regulatory assets under management
Employees
23
Total firm employees
Advisors
7
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Market timing services
Other
Compensation
Percentage of AUM
Hourly charges
03

Specialties

Financial PlanningInvestment Management
04

Advisors at SRS CAPITAL ADVISORS, LLC

7 registered advisors
David Andrew Simon
DENVER, Colorado
Diego J Galan
DENVER, Colorado
Gerald Haig Ariyan
DENVER, Colorado
Julia Lockhart Simon
DENVER, Colorado
Michael P Riordan
DENVER, Colorado
Patrick C. South
DENVER, Colorado
Sumit Handa
DENVER, Colorado
05

Office Locations

DENVER, Colorado
7 advisors

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Data sourced from SEC Form ADV filings. SRS CAPITAL ADVISORS, LLC (CRD# 133535) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.