Michael
Cleary

Larimer Capital Corporation

CRD#2533265
Investment Advisor
in Denver, CO
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About this Advisor

Michael Cleary is an investment advisor whose office is in Denver, Colorado. Currently an investment advisor with Larimer Capital Corporation, Cleary has 10 years of professional experience. Cleary has Series 63, Series 65 and Series 66 licenses, which designate the advisor as both a securities agent and an investment advisor representative. Cleary can work with clients in Texas and Virginia. Cleary has gained experience at Bear, Stearns & Co. Inc, Bear Stearns Asset Management Inc, Equus Financial Consulting, Crossroad Capital Partners, Tullis Health Investors, Larimer Capital Corporation and Cetera Advisors LLC. Larimer Capital Corporation is headquartered in Denver, Colorado. Overall, Larimer Capital Corporation manages $153 million in assets dispersed across 529 accounts and retains four staff members. The level of assets currently under the firm's management places it among the mid-sized firms in the nation. The firm manages 184 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 38% of the firm's customers are high-net-worth individuals, meaning they have over $1 million in assets. Larimer Capital Corporation provides financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. The firm may charge clients asset-based and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Series 66

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services

Fee Structure

Percentage of Assets, Commissions

Disclosures

No

Office Location

1720 South Bellaire Street Suite 1110
Denver, CO 80222

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Larimer Capital Corporation Brokerage Details

Total Assets Under Management

$149,932,316

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

4

CO Average: 28
Total Number of Accounts

518

CO Average: 1,101
Average Account Size

$289,445

CO Average: $2,134,119

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services

Michael Cleary Work History

Michael has 10 years of experience.

2017 - Present (2 years)

Larimer Capital Corporation

2015 - 2016 (1 year)

Cetera Advisors LLC

2013 - 2014 (1 year)

Tullis Health Investors

2012 - 2013 (1 year)

Equus Financial Consulting

2010 - 2011 (1 year)

Crossroad Capital Partners

2008 - 2008 (< 1 year)

Bear, Stearns & Co. Inc

2008 - 2008 (< 1 year)

Bear Stearns Asset Management Inc

Disclosures

Michael Cleary has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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