Brian
Chase
Srs Capital Advisors, Inc
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About this Advisor
Brian Chase is a personal financial specialist operating out of Denver, Colorado with a total of 3 years of industry experience. Chase is an advisor for Srs Capital Advisors, Inc. Throughout their career, they have worked at Noven Financial Group, Inc, Jds Professional Group and Srs Capital Advisors, Inc. Chase is approved to work in Colorado. Srs Capital Advisors, Inc is a registered investment business that has its headquarters in Denver, CO. The firm has offices in four locations and a total of 22 financial advisors. It manages $1 billion in assets under management among its 3,450 accounts, making it one of the larger firms in the country by assets under management. The firm serves 10 charitable organizations. Of its 3,450 accounts, just 8% are held by high-net-worth investors who have at least $1 million in assets. Srs Capital Advisors, Inc performs a wide range of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters and other services. Financial management fees largely vary depending on the type of services offered. Fees charged by Srs Capital Advisors, Inc can include any combination of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Srs Capital Advisors, Inc Brokerage Details
$1,159,183,101
22
3,450
$335,995
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Publication of periodicals or newsletters
- Other
Brian Chase Work History
Brian has been registered as a financial advisor for 3 years.*
Srs Capital Advisors, Inc
Jds Professional Group
Noven Financial Group, Inc
*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 Brian Chase 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 Srs Capital Advisors, Inc
Avon, CO
Denver, CO
Wayne, PA
Denver, CO
Denver, CO
Denver, CO
Denver, CO
Denver, CO
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