Paul
Lambert

Gill Capital Partners, LLC

CRD#1028631
Investment Advisor
in Denver, CO

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Paul Lambert is a financial advisor based in Denver, Colorado, working with Gill Capital Partners, LLC. Paul has previously held positions at Cherry Street Partners, Paul Lambert, Inc, Gill Capital Partners, and Apw Capital, Inc. Paul has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Colorado and Texas. Currently, Paul is part of Gill Capital Partners, LLC, which operates out of Denver, Colorado. The firm has 18 employees and manages assets totaling $717.9 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, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Gill Capital Partners, LLC includes asset-based, hourly, fixed, and commission-based fees.

Certifications and Registrations

Series 63, Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

600 S. Cherry St. Suite 800
Denver, CO 80246-1710

Find an advisor who will work directly with you

SmartAsset’s free tool matches you with up to three vetted financial advisors who serve your area, and you can have a free introductory call with your advisor matches to decide which one you feel is right for you. Click here to get matched with an advisor today.

Gill Capital Partners, LLC Brokerage Details

Total Assets Under Management

$717,903,721

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

18

CO Average: 28
Total Number of Accounts

1,518

CO Average: 1,101
Average Account Size

$472,927

CO Average: $2,134,119

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Paul Lambert Work History

2019 - Present (6 years)

Gill Capital Partners

1987 - Present (38 years)

Paul Lambert, Inc

2007 - 2019 (12 years)

Apw Capital, Inc

1987 - 2020 (33 years)

Cherry Street Partners

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Paul Lambert 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 Gill Capital Partners

Austyn Casale
Denver, CO
Steven Lynds
Denver, CO
Terri Propp
Denver, CO
Raymond Schickling
Denver, CO
Traci Sarmiento
Denver, CO
Leslie Rojas
Denver, CO
Chad Wanger
Denver, CO
James O'Brien
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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Find an advisor who will work directly with you

Answer a few questions, get matched with up to 3 advisors, compare and decide which is right for you. Click here to find your advisor matches today.
Get started