Mark
Michalek
Ramsay Stattman Vela & Price Inc
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About this Advisor
Mark Michalek is a financial advisor based in Colorado Springs, Colorado, working with Ramsay Stattman Vela & Price Inc. Mark has previously held a position at UBS Financial Services Inc. Mark has passed the Series 66 regulatory exam and is registered to provide services in Colorado. Currently, Mark is part of Ramsay Stattman Vela & Price Inc, which operates out of Colorado Springs, Colorado. The firm has 1 office and 7 employees. The firm manages assets totaling $677.0 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Ramsay Stattman Vela & Price Inc includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Ramsay Stattman Vela & Price Inc Brokerage Details
$676,964,303
7
353
$1,917,746
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Mark Michalek Work History
Ubs Financial Services Inc
Disclosures
Please visit the SEC profile of Mark Michalek 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 Ramsay Stattman Vela & Price Inc
Colorado Springs, CO
Colorado Springs, CO
Colorado Springs, CO
Colorado Springs, CO
Colorado Springs, CO
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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