David
Day
Gold Medal Waters, Inc
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About this Advisor
David Day is a certified financial planner based in Boulder, Colorado with a total of 6 years of industry experience. Day currently works for Gold Medal Waters, Inc. The advisor has gained experience at Diversified Asset Management, Inc, Cambridge Associates and Gold Medal Waters, Inc. Day maintains a Series 65 license, certifying them as an investment advisor representative, and is able to advise clients in Colorado. Gold Medal Waters, Inc is an advisory company with a branch in Boulder, Colorado. The firm has offices in seven locations and a total of seven employees. It manages $155 million in assets under management across its 571 accounts, placing it among the mid-sized financial advisory firms in the country by assets under management. Of its 571 customer accounts, 31% are associated with high-net-worth individuals who have at least $1 million in assets. Gold Medal Waters, Inc offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees charged by financial advisors depend on which services the firm provides the client. Fees charged by Gold Medal Waters, Inc likely consist of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Gold Medal Waters, Inc Brokerage Details
$154,953,868
7
571
$271,373
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
David Day Work History
David has been registered as a financial advisor for 6 years.*
Gold Medal Waters, Inc
Diversified Asset Management, Inc
Cambridge Associates
*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 David Day 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 Gold Medal Waters, Inc
Lafayette, CO
St. Petersburg, FL
Boulder, CO
Boulder, CO
Louisville, CO
Boulder, 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.
