Dylan
Mumm

Settlement Capital Advisors

CRD#6802796
Investment Advisor
in Parker, CO

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About this Advisor

Dylan Mumm is a financial advisor working in Parker, Colorado, who has 13 years of experience as a financial advisor. Mumm is currently employed by Settlement Capital Advisors. Their career trajectory has included roles at Settlement Strategies, Inc and Colorado State University. Mumm has a Series 65 license, which qualifies them as an investment advisor representative, and is approved to operate in Colorado. Settlement Capital Advisors is a company based in Parker, Colorado.

Certifications and Registrations

Series 65

Years of Experience

13 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 13 years of experience.

2014 - Present (9 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

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.

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