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WHIPPLEWOOD ADVISORS, LLC
WHIPPLEWOOD ADVISORS, LLC
LITTLETON, Colorado
·
3 registered advisors
·
CRD# 282860
SEC# 801-119590
0
303-989-7600
01
Firm Overview
AUM
$267M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at WHIPPLEWOOD ADVISORS, LLC
3 registered advisors
Joseph Ernest Hubbard
LITTLETON, Colorado
CRD# 2128362
Mona Lynn Feeley
LITTLETON, Colorado
CRD# 6233075
Richard Jay Whipple
LITTLETON, Colorado
CRD# 5041903
05
Office Locations
LITTLETON, Colorado
3 advisors
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Data sourced from SEC Form ADV filings. WHIPPLEWOOD ADVISORS, LLC (CRD# 282860) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.