Colleen
Denzler
Loomis, Sayles & Company, L.P
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About this Advisor
Colleen Denzler is a financial advisor working in Boston, Massachusetts with 1 year of industry experience. Denzler is on the advisory team at Loomis, Sayles & Company, L.P. Throughout their career, Denzler has worked at Janus Distributors LLC, Janus Management Holdings Corp, Alps Distributors, Inc, Stay At Home Mom, Colleen Denzler Strategy Partners, First Affirmative Financial Network, Smith Capital Investors, LLC and Loomis, Sayles & Company, L.P. Denzler has Series 63 and Series 66 licenses, which qualify them as a securities broker, and is registered to work in Massachusetts. Loomis, Sayles & Company, L.P is an advisory business based out of Boston, MA. The firm has offices in seven locations and a total of 717 people on staff. It manages $254 billion in assets between its 20,030 accounts, placing it among the largest firms in the United States by assets under management. The firm advises 208 charities and foundations. Of its 20,030 customer accounts, 92% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. The firm provides a number of services, such as portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients and other services. Fees for financial management typically depend on which service is offered. However, fees charged by Loomis, Sayles & Company, L.P most likely consist of any combination of asset-based, performance-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Loomis, Sayles & Company, L.P Brokerage Details
$254,158,838,705
717
20,030
$12,688,909
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Other
Colleen Denzler Work History
Colleen has been registered as a financial advisor for 1 years.*
Loomis, Sayles & Company, L.P
Alps Distributors, Inc
Smith Capital Investors, LLC
Colleen Denzler Strategy Partners
First Affirmative Financial Network
Stay At Home Mom
Colleen Denzler Strategy Partners
Janus Distributors LLC
Janus Management Holdings Corp
*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 Colleen Denzler 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 Loomis, Sayles & Company, L.P
Gig Harbor, WA
Villa Park, IL
San Francisco, CA
Boston, MA
Bloomfield Hills, MI
Boston, MA
Boston, MA
Boston, MA
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