Justin
Bates
Ica Group Wealth Management, LLC
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About this Advisor
Justin Bates is a financial advisor who works in Denver, Colorado, with 1 year of industry experience. Bates is currently employed by Ica Group Wealth Management, LLC. Their career trajectory has included roles at Rocky Mountain Insured LLC, Lpl Financial, First Allied Securities, Inc, Swan Wealth Advisors, Inc, Ica Group Wealth Management, LLC and Lpl Financial LLC. Bates holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Colorado. Ica Group Wealth Management, LLC is a financial advisory business headquartered in Denver, CO. The firm has offices in 21 locations and a total of 48 people on staff. It has $1 billion in assets across its 5,612 customer accounts, placing it among the larger firms in the United States by assets under management. The firm provides financial advice to 27 charities and foundations. Of its 5,612 accounts, 26% belong to high-net-worth investors who have greater than $1 million in investable assets. The firm performs a diverse set of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Financial advisory fee schedules typically vary depending on the financial services. Fee types charged by Ica Group Wealth Management, LLC may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Ica Group Wealth Management, LLC Brokerage Details
$1,028,834,383
48
5,612
$183,328
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Justin Bates Work History
Justin has been registered as a financial advisor for 1 years.*
Ica Group Wealth Management, LLC
Lpl Financial LLC
Swan Wealth Advisors, Inc
Lpl Financial
First Allied Securities, Inc
Rocky Mountain Insured LLC
*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 Justin Bates 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 Ica Group Wealth Management, LLC
Denver, CO
Yoakum, TX
Milwaukee, WI
Denver, CO
Waseca, MN
Sparta, MI
Virden, IL
Denver, CO
The content in this profile was updated by SmartAsset on 4/16/2023. 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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