Alexandra
Parker
Iwp Wealth Management LLC
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About this Advisor
Alexandra Parker is a financial advisor based out of Denver, Colorado with 3 years of relevant experience. Parker is currently employed by Iwp Wealth Management LLC. During their career, Parker has held roles at Iwp Family Office, Personal Capital, Dodge & Cox, Marin Community Clinics, Jeitosa Group International and Cu Bookstore. Parker holds a Series 65 license, designating them as an investment advisor representative, and is registered to work in Colorado. Iwp Wealth Management LLC is a company that has its headquarters in Denver, CO. It has $4 billion in assets among its 63 client accounts, placing it among the biggest firms in the nation by assets under management. Of its 63 customer accounts, 87% are associated with high-net-worth individuals who have more than $1 million in investable assets. Iwp Wealth Management LLC offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and selection of other advisers. A financial advisor's fee schedules typically depend on the services. However, fees billed by Iwp Wealth Management LLC may include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Iwp Wealth Management LLC Brokerage Details
$3,630,643,953
25
63
$57,629,269
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers
Alexandra Parker Work History
Alexandra has been registered as a financial advisor for 3 years.*
Iwp Family Office
Personal Capital
Dodge & Cox
Marin Community Clinics
Jeitosa Group International
Cu Bookstore
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Alexandra Parker to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Iwp Wealth Management LLC
Honolulu, HI
Denver, CO
Denver, CO
Denver, CO
Denver, CO
Denver, CO
Denver, CO
Denver, CO
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