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 based in Denver, Colorado, working with Srs Capital Advisors, Inc. Michael has previously held a position at Srs Capital Advisors, Inc. Michael has passed the Series 65 regulatory exam and is registered to provide services in Colorado and Pennsylvania. Currently, Michael is part of Srs Capital Advisors, Inc, which operates out of Denver, Colorado. The firm has 6 offices and 23 employees. The firm manages assets totaling $1.4 billion and 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, selection of other advisers, publication of newsletters, and other services. The fee structure at Srs Capital Advisors, Inc includes asset-based and hourly fees.

Certifications and Registrations

Series 65

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

$1,438,586,845

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

23

CO Average: 28
Total Number of Accounts

3,686

CO Average: 1,101
Average Account Size

$390,284

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

2012 - Present (13 years)

Srs Capital Advisors, Inc

Created with Highcharts 6.0.7

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

Patrick South
Wayne, PA
Jeffrey Apps
Avon, CO
Michael Riordan
Denver, CO
Albert Flores
Denver, CO
Sumit Handa
New York, NY
Christian Pevarnik
Denver, CO
Geraldine Janiczek
Denver, CO
Philip Cook
Denver, 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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