Michael
Riordan

Srs Capital Advisors, Inc

CRD#6013876
Investment Advisor
in Denver, CO

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About this Advisor

Michael Riordan is a financial advisor who works out of Denver, Colorado, with a total of 11 years of relevant experience. Riordan currently works for Srs Capital Advisors, Inc. They have spent their entire time as a financial advisor at Srs Capital Advisors, Inc. Riordan maintains a Series 65 license, designating them as an investment advisor representative, and is able to serve investors in Pennsylvania. Srs Capital Advisors, Inc is a company operating out of Denver, CO. The firm has offices in four locations and a total of 22 financial advisors. It administers $1 billion in assets under management among its 3,450 customer accounts, placing it among the larger investment advisory firms in the nation by assets under management. The firm serves 10 charitable organizations. Of its 3,450 accounts, just 8% are held by high-net-worth individuals who have more than $1 million in assets. The business offers a broad array of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters and other services. Fees charged by financial advisors vary depending on the type of services offered. However, fee types billed by Srs Capital Advisors, Inc most likely are comprised of any blend of asset-based and hourly fees.

Certifications and Registrations

Series 65

Years Registered*

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Publication of periodicals or newsletters, Other

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

730 17Th Street Suite 107
Denver, CO 80202

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Srs Capital Advisors, Inc Brokerage Details

Total Assets Under Management

$1,159,183,101

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

22

CO Average: 28
Total Number of Accounts

3,450

CO Average: 1,101
Average Account Size

$335,995

CO Average: $2,134,119

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Other

Michael Riordan Work History

Michael has been registered as a financial advisor for 11 years.*

2012 - Present (12 years)

Srs Capital Advisors, 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 Michael Riordan 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 Srs Capital Advisors, Inc

Michael Riordan
Denver, CO
Patrick South
Wayne, PA
Jeffrey Apps
Avon, CO
Albert Flores
Denver, CO
Christian Pevarnik
Denver, CO
Geraldine Janiczek
Denver, CO
Philip Cook
Denver, CO
Stephen Hunt
Colorado Springs, 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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