Eric
Davis
Bsw Wealth Partners
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About this Advisor
Eric Davis is a financial advisor based in Boulder, Colorado, working with Bsw Wealth Partners. Eric has previously held positions at Bsw Wealth Partners and Eldora Mountain Ski Club. Eric has passed the Series 65 regulatory exam and is registered to provide services in Colorado and Texas. Currently, Eric is part of Bsw Wealth Partners, which operates out of Boulder, Colorado. The firm has 1 office and 29 employees. The firm manages assets totaling $1.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and other services. The fee structure at Bsw Wealth Partners includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Bsw Wealth Partners Brokerage Details
$1,837,419,076
29
3,752
$489,717
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
- Other
Eric Davis Work History
Bsw Wealth Partners
Bsw Wealth Partners
Eldora Mountain Ski Club
Disclosures
Please visit the SEC profile of Eric Davis 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 Bsw Wealth Partners
Boulder, CO
Boulder, CO
Boulder, CO
Boulder, CO
Boulder, CO
Boulder, CO
Boulder, CO
Boulder, CO
The content in this profile was updated by SmartAsset on 6/19/2024. 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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