James
O'Brien

Gill Capital Partners, LLC

CRD#1594632
Investment Advisor
in Denver, CO
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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

Series 63, Series 65, Certified Financial Planner

Years of Experience

15 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

600 S. Cherry St. Ste. 800
Denver, CO 80246

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Gill Capital Partners, LLC Brokerage Details

Total Assets Under Management

$246,562,150

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

14

CO Average: 28
Total Number of Accounts

639

CO Average: 1,101
Average Account Size

$385,856

CO Average: $2,134,119

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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.

2003 - Present (16 years)

Gill & Associates Inc

Disclosures

James O'Brien has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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