Joseph
Maslowski
Capital Asset Management, LLC
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About this Advisor
Joseph Maslowski is a financial advisor working out of Denver, Colorado with 5 years of relevant experience. Maslowski works at Capital Asset Management, LLC. Maslowski has gained experience at Capital Asset Management, LLC, First Western Bank and Key Private Bank. Maslowski maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in Colorado. Capital Asset Management, LLC is an advisory firm that has its headquarters in Denver, CO. It has offices in two locations and just three financial advisors. It handles $120 million in assets between its 430 accounts, placing it among the mid-sized firms in the United States by assets under management. Of its 430 customer accounts, 23% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. The company provides a few services, including portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial management fees typically depend on which service is offered. Fee types charged by Capital Asset Management, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Capital Asset Management, LLC Brokerage Details
$120,000,000
3
430
$279,070
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Joseph Maslowski Work History
Joseph has been registered as a financial advisor for 5 years.*
Capital Asset Management, LLC
First Western Bank
Key Private Bank
*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 Joseph Maslowski 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 Capital Asset Management, LLC
Denver, CO
Baton Rouge, LA
Denver, CO
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