Michael
Hake
Boulder Wealth Advisors, LLC
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About this Advisor
Michael Hake is a financial advisor based in Boulder, Colorado, working with Boulder Wealth Advisors, LLC. Michael has previously held positions at Pimco Investments LLC, Pacific Investment Management Company LLC, and Boulder Wealth Advisors, LLC. Michael has passed the Series 63 regulatory exam and is registered to provide services in Colorado. Currently, Michael is part of Boulder Wealth Advisors, LLC, which operates out of Boulder, Colorado. The firm has 3 employees and manages assets totaling $246.3 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and the publication of newsletters. The fee structure at Boulder Wealth Advisors, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Boulder Wealth Advisors, LLC Brokerage Details
$246,278,983
3
545
$451,888
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
Michael Hake Work History
Boulder Wealth Advisors, LLC
Pimco Investments LLC
Pacific Investment Management Company LLC
Disclosures
Please visit the SEC profile of Michael Hake 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 Boulder Wealth Advisors, LLC
Boulder, CO
Boulder, 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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