Gary
Lutes

Tillman Hartley LLC

CRD#5907559
Investment Advisor
in Denver, CO

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About this Advisor

Gary Lutes is a chartered financial analyst who works in Denver, Colorado, with a total of 12 years of industry experience. Lutes is an advisor for Tillman Hartley LLC. They have spent all of their employment at Tillman Hartley Llc. Lutes has a Series 65 license, designating them as an investment advisor representative, and is approved to operate in Florida and North Carolina. Tillman Hartley LLC is an advisory firm that has its headquarters in Denver, CO. The investment advisory business has offices in four locations and just five financial advisors. It controls $513 million in assets under management between its 249 client accounts, making it one of the larger firms in the country by assets under management. The firm provides services to six charities and foundations. Of its 249 client accounts, 73% are held by high-net-worth clients who have greater than $1 million in investable assets. The company offers a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Fees for financial management vary depending on the type of financial services. However, fee types charged by Tillman Hartley LLC likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65, Chartered Financial Analyst

Years Registered*

12 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

7900 E Union Ave Suite 1100
Denver, CO 80237

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Tillman Hartley LLC Brokerage Details

Total Assets Under Management

$512,791,000

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

5

CO Average: 28
Total Number of Accounts

249

CO Average: 1,101
Average Account Size

$2,059,402

CO Average: $2,134,119

Investment Advisory Services

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

Gary Lutes Work History

Gary has been registered as a financial advisor for 12 years.*

2004 - Present (20 years)

Tillman Hartley 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 Gary Lutes 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 Tillman Hartley LLC

Benjamin Cannon
Denver, CO
Kevin Schwall
Denver, CO
Gary Lutes
Denver, CO
Michael Tillman
Denver, CO
Robert Goldman
Mill Valley, CA

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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