Gill Capital Partners, LLC
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About this Advisor
James O'Brien is a certified financial planner working in Denver, Colorado, with a total of 15 years of work experience. O'Brien is an employee of Gill Capital Partners, LLC. They have spent their complete employment at Gill Capital Partners, Llc. O'Brien has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to work in California and Colorado. Gill Capital Partners, LLC is a business operating out of Denver, Colorado. It administers $231 million in total assets between its 580 customer accounts, making it one of the mid-sized firms in the country by assets under management. The firm serves two charities and foundations. Of its 580 customer accounts, just 7% are held by high-net-worth clients who have at least $1 million in assets. The firm has a diverse assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Financial advisory fee schedules usually vary depending on which services the firm provides the client. Fees charged by Gill Capital Partners, LLC can include asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
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Gill Capital Partners, LLC Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
James O'Brien Work History
James has 15 years of experience.
Gill & Associates Inc
James O'Brien has no disclosures.
Please visit their SEC profile for more details.