Patricia
Mcnamara
Cherry Creek Investment Advisors Inc
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About this Advisor
Patricia Mcnamara is a financial advisor based in Englewood, Colorado, working with Cherry Creek Investment Advisors Inc. Patricia has previously held a position at Cherry Creek Investment Advisors, Inc. Patricia has passed the Series 63 regulatory exam and is registered to provide services in California, Colorado, and Florida. Currently, Patricia is part of Cherry Creek Investment Advisors Inc, which operates out of Englewood, Colorado. The firm has 1 office and 3 employees. The firm manages assets totaling $245.1 million and serves high-net-worth clients. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Cherry Creek Investment Advisors Inc includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Cherry Creek Investment Advisors Inc Brokerage Details
$245,125,424
3
680
$360,479
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Patricia Mcnamara Work History
Cherry Creek Investment Advisors, Inc
Disclosures
Please visit the SEC profile of Patricia Mcnamara 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 Cherry Creek Investment Advisors Inc
Englewood, CO
Englewood, 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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