Judson
Cass
A & I Wealth Management
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About this Advisor
Judson Cass is a financial advisor based in Englewood, Colorado, working with A & I Wealth Management. Judson has previously held positions at Geneos Wealth Management Inc, A & I Financial Services LLC, and A&I Wealth Management. Judson has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Colorado. Currently, Judson is part of A & I Wealth Management, which operates out of Englewood, Colorado. The firm has 13 employees and manages assets totaling $412.1 million. The firm 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 institutional clients, and selection of other advisers. The fee structure at A & I Wealth Management includes asset-based, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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A & I Wealth Management Brokerage Details
$412,095,862
13
1,783
$231,125
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Judson Cass Work History
A&I Wealth Management
Geneos Wealth Management Inc
A & I Financial Services LLC
Disclosures
Please visit the SEC profile of Judson Cass 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 A & I Wealth Management
Englewood, CO
Englewood, CO
Englewood, CO
Englewood, CO
Englewood, CO
Englewood, CO
Englewood, CO
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