Joshua
Hattig
Consolidated Portfolio Review Corp
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About this Advisor
Joshua Hattig is a financial advisor based in Longmont, Colorado, working with Consolidated Portfolio Review Corp. Joshua has previously held positions at Planmember Securities Corporation, Joshua Hattig (Dba) Hattig Financial, Vanderbilt Securities, LLC, and Consolidated Portfolio Review Corp. Joshua has passed the Series 63 regulatory exam and is registered to provide services in Alabama, Colorado, and Texas. Currently, Joshua is part of Consolidated Portfolio Review Corp, which operates out of Longmont, Colorado. The firm has 17 offices and 833 employees. The firm manages assets totaling $905.6 million and serves a variety of clients, including high-net-worth individuals. The services offered by the firm include 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. The fee structure at Consolidated Portfolio Review Corp includes asset-based, hourly, and fixed fees.
Certifications and Registrations
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Fee Structure
Office Location
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Consolidated Portfolio Review Corp Brokerage Details
$905,610,357
833
3,966
$228,344
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
Joshua Hattig Work History
Vanderbilt Securities, LLC
Consolidated Portfolio Reviewcorp
Joshua Hattig (Dba)Hattig Financial
Planmember Securities Corporation
Disclosures
Please visit the SEC profile of Joshua Hattig 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 Consolidated Portfolio Review Corp
Woodbury, NY
Woodbury, NY
Longmont, CO
Manhattan, KS
Portland, OR
Danville, CA
Woodbury, NY
Woodbury, NY
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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