Lesley
Shiffrin
Orographic Financial Advisors
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About this Advisor
Lesley Shiffrin is a certified financial planner based in Denver, Colorado who has 1 year of relevant experience. Shiffrin is an employee of Orographic Financial Advisors. Their career trajectory has included roles at Neidiger, Tucker, Bruner, Inc and Orographic Financial Advisors. Shiffrin maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can advise clients in Colorado. Orographic Financial Advisors is a registered investment company operating in Denver, Colorado. The firm has just three financial advisors. It manages $143 million in assets under management between its 255 accounts, placing it among the mid-sized financial advisory firms in the country by assets under management. Of its 255 customer accounts, 34% are held by high-net-worth clients who have greater than $1 million in investable assets. Orographic Financial Advisors performs a set of services, including financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors largely are based on which services the firm provides the client. However, fees charged by Orographic Financial Advisors most likely are comprised of any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Orographic Financial Advisors Brokerage Details
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$143,032,914
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
3
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255
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$560,913
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Lesley Shiffrin Work History
Lesley has been registered as a financial advisor for 1 years.*
Orographic Financial Advisors
Neidiger, Tucker, Bruner, Inc
*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 Lesley Shiffrin 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 Orographic Financial Advisors
Avon, CO
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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