Bo
Pihl
Orographic Financial Advisors
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About this Advisor
Bo Pihl is a certified financial planner operating in Avon, Colorado who has 1 year of industry experience. Pihl currently works for Orographic Financial Advisors. Over the course of their career, Pihl has held roles at Neidiger, Tucker, Bruner, Inc, Mountain Qwest Sports and Orographic Financial Advisors, LLC. Pihl maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to operate in Colorado and Texas. Orographic Financial Advisors is a financial advisory business with a branch in Avon, Colorado. The company has just three people on staff. It has $143 million in assets among its 255 accounts, placing it among the mid-sized firms in the United States by assets under management. Of its 255 client accounts, 34% are held by high-net-worth investors who have greater than $1 million in assets. The company offers a set of services, including financial planning services and portfolio management for individuals and small businesses. Financial advisory fee schedules typically are based on the type of services provided. Fee types charged by Orographic Financial Advisors can consist of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Orographic Financial Advisors Brokerage Details
$143,032,914
3
255
$560,913
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Bo Pihl Work History
Bo has been registered as a financial advisor for 1 years.*
Orographic Financial Advisors, LLC
Neidiger, Tucker, Bruner, Inc
Mountain Qwest Sports
*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 Bo Pihl 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 Orographic Financial Advisors
Avon, CO
Denver, CO
The content in this profile was updated by SmartAsset on 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
