David
Taeb

Focused Alpha, LLC

CRD#7342809
Investment Advisor
in Denver, CO

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About this Advisor

David Taeb is a financial advisor who works out of Denver, Colorado with a total of 2 years of industry experience. Taeb is an advisor for Focused Alpha, LLC. During their career, the advisor has held roles at Focused Alpha, Jushi Co and Franklin Bioscience Nv LLC. Taeb maintains a Series 65 license, designating them as an investment advisor representative, and is approved to work in Colorado. Focused Alpha, LLC is a registered investment firm that has its headquarters in Denver, CO. It oversees $258 million in assets under management between its 689 accounts, making it one of the mid-sized investment advisory firms in the country by assets under management. Of its 689 client accounts, 29% belong to high-net-worth individuals who have more than $1 million in investable assets. The advisory firm has a broad range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. A financial advisor's fees vary depending on which services are offered. However, fees charged by Focused Alpha, LLC most likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1401 Lawrence Street Suite 1600
Denver, CO 80202

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Focused Alpha, LLC Brokerage Details

Total Assets Under Management

$257,531,187

CO Average: $2,349,664,866
Total Number of Employees

4

CO Average: 28
Total Number of Accounts

689

CO Average: 1,101
Average Account Size

$373,775

CO Average: $2,134,119

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

David Taeb Work History

David has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Focused Alpha

2019 - 2019 (< 1 year)

Jushi Co

2015 - 2019 (4 years)

Franklin Bioscience Nv 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 Taeb 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 Focused Alpha, LLC

Joshua Goldin
Denver, CO
Daniel Barotz
Denver, CO
Mary Flaherty
Denver, CO
David Taeb
Denver, CO
Kevin Goldin
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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