Malcolm
Mackillop

First Ascent Asset Management, LLC

CRD#6659267
Investment Advisor
in Denver, CO

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Malcolm Mackillop is a financial advisor operating out of Denver, Colorado with a total of 5 years of relevant experience. Mackillop currently works for First Ascent Asset Management, LLC. The advisor has gained experience at First Ascent Asset Management, Frontier Asset Management, Personal Capital and Credit Union Of Colorado. Mackillop holds a Series 65 license, certifying them as an investment advisor representative, and can serve investors in Colorado. First Ascent Asset Management, LLC is an advisory business operating out of Denver, CO. It controls $1 billion in assets under management across its 4,897 customer accounts, making it one of the biggest firms in the United States by assets under management. Of its 4,897 accounts, 64% belong to high-net-worth individuals who have more than $1 million in investable assets. First Ascent Asset Management, LLC performs a wide assortment of services, including portfolio management for individuals and small businesses, selection of other advisers, educational seminars and other services. Fees charged by financial advisors depend on which services the firm provides the client. However, fees billed by First Ascent Asset Management, LLC likely include asset-based and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

5 years

Services Offered

Portfolio management for individuals and/or small businesses, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

1401 Lawrence St. #1600
Denver, CO 80202

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

First Ascent Asset Management, LLC Brokerage Details

Total Assets Under Management

$1,367,980,200

CO Average: $2,349,664,866
Total Number of Employees

12

CO Average: 28
Total Number of Accounts

4,897

CO Average: 1,101
Average Account Size

$279,351

CO Average: $2,134,119

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Malcolm Mackillop Work History

Malcolm has been registered as a financial advisor for 5 years.*

2016 - Present (8 years)

First Ascent Asset Management

2015 - 2016 (1 year)

Frontier Asset Management

2015 - 2015 (< 1 year)

Personal Capital

2014 - 2015 (1 year)

Frontier Asset Management

2011 - 2014 (3 years)

Credit Union Of Colorado

*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 Malcolm Mackillop 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 First Ascent Asset Management, LLC

Malcolm Mackillop
Denver, CO
Charles Staples
Denver, CO
Scott Mackillop
Denver, CO
Patrick Krulik
Denver, CO
Karen Garcia
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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started