David
Houle
Season Investments, LLC
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About this Advisor
David Houle is a chartered financial analyst based out of Colorado Springs, Colorado with 12 years of relevant experience. Houle is currently employed by Season Investments, LLC. They have been an employee of Season Investments, Llc for their complete career. Houle can advise clients in California, Colorado and Texas. Season Investments, LLC is a financial advisory firm operating out of Colorado Springs, CO. It has $159 million in assets among its 289 customer accounts, making it one of the mid-sized financial advisory firms in the United States by assets under management. Of its 289 accounts, 49% are held by high-net-worth individuals who have more than $1 million in assets available to invest. Season Investments, LLC provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and selection of other advisers. Fees charged by financial advisors largely vary depending on which services are offered. However, fees charged by Season Investments, LLC likely consist of any combination of asset-based, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Season Investments, LLC Brokerage Details
$158,520,517
5
289
$548,514
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers
David Houle Work History
David has been registered as a financial advisor for 12 years.*
Season Investments, LLC
*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 Houle 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 Season Investments, LLC
Colorado Springs, CO
Colorado Springs, CO
Colorado Springs, 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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