Dylan
Mumm

Settlement Capital Advisors

CRD#6802796
Investment Advisor
in Parker, CO

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About this Advisor

Dylan Mumm is an investment advisor who is based in Parker, Colorado. Currently an investment advisor at Settlement Capital Advisors, Mumm has 11 years of work experience as a financial advisor. Mumm maintains a Series 65 license, designating them as an investment advisor representative. Mumm can serve customers based out of Colorado. Mumm has gained experience at Settlement Strategies, Inc and Colorado State University. Settlement Capital Advisors is located in Parker, Colorado. As a company, Settlement Capital Advisors manages $17 million in assets covering 33 accounts and employs two staff members. The amount of assets the firm manages places it among the smaller firms in the United States. All of the firm's accounts are managed on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 12% of the investment firm's customers are high-net-worth individuals, meaning they have more than $1 million in investable assets. Settlement Capital Advisors offers portfolio management for individuals and small businesses and other services. The firm may charge clients asset-based fees.

Certifications and Registrations

Series 65

Years of Experience

11 years

Services Offered

Portfolio management for individuals and/or small businesses, Other

Fee Structure

Percentage of Assets

Disclosures

No

Office Location

Parker, CO

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Settlement Capital Advisors Brokerage Details

Total Assets Under Management

$16,762,873

CO Average: $1,120,203,312
Total Number of Employees

2

CO Average: 50
Total Number of Accounts

33

CO Average: 1,309
Average Account Size

$507,966

CO Average: $855,770

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Other

Dylan Mumm Work History

Dylan has 11 years of experience.

2014 - Present (7 years)

Settlement Strategies, Inc

2009 - 2014 (5 years)

Colorado State University

Disclosures

Dylan Mumm has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Settlement Capital Advisors

Dylan Mumm
Parker, CO
Jack Meligan
West Linn, OR

This content was compiled from the SEC and FINRA.

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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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