Arianna
Baughman

Mcadam LLC

CRD#7296546
Investment Advisor
in Denver, CO

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About this Advisor

Arianna Baughman is a financial advisor based in Denver, Colorado, working with Mcadam LLC. Arianna has previously held positions at Mcadam, Red Rock Ranch, Bucknell University, Darrenkamps Food Market, Lampeter Strasburg High School, Bucknell, Mcadam Financial, Colten Mortgage, and Travelport. Arianna has passed the Series 65 regulatory exam and is registered to provide services in Colorado. Currently, Arianna is part of Mcadam LLC, which operates out of Denver, Colorado. The firm has 68 offices and 180 employees. The firm manages assets totaling $1.7 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Mcadam LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

Denver, CO

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Mcadam LLC Brokerage Details

Total Assets Under Management

$1,739,052,473

CO Average: $15,833,994,310
Total Number of Employees

180

CO Average: 41
Total Number of Accounts

8,964

CO Average: 3,342
Average Account Size

$194,004

CO Average: $4,737,880

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Arianna Baughman Work History

2023 - Present (1 year)

Mcadam Financial

2022 - Present (2 years)

Travelport

2021 - 2022 (1 year)

Colten Mortgage

2020 - 2021 (1 year)

Mcadam

2019 - 2019 (< 1 year)

Red Rock Ranch

2018 - 2018 (< 1 year)

Bucknell University

2016 - 2020 (4 years)

Bucknell

2013 - 2015 (2 years)

Darrenkamps Food Market

2012 - 2016 (4 years)

Lampeter Strasburg High School

Disclosures

Please visit the SEC profile of Arianna Baughman 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 Mcadam LLC

Micah Davis
Philadelphia, PA
Ryan Schmitt
Philadelphia, PA
Elias Park
Philadelphia, PA
Patrick Campbell
Langhorne, PA
Ian Helmus
Philadelphia, PA
Michael Morrissey
Philadelphia, PA
Anthony Rush
Vienna, VA
Christopher Degiacomo
Philadelphia, PA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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