Phillip
Wildes
Arroyo Investment Group, LLC
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About this Advisor
Phillip Wildes is a financial advisor based in Littleton, Colorado, working with Arroyo Investment Group, LLC. Phillip has previously held positions at 49 Wealth Management, Purshe Kaplan Sterling Investments, The University Of Alabama, Cardan Capital Partners, Illumine Legal LLC, Regis Jesuit High School, All Souls Catholic School, Capital Research Brokerage Services, LLC, and Arroyo Investment Group. Phillip has passed the Series 63 regulatory exam and is registered to provide services in California. Currently, Phillip is part of Arroyo Investment Group, LLC, which operates out of Littleton, Colorado. The firm has 8 employees and manages assets totaling $243.0 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses. The fee structure at Arroyo Investment Group, LLC includes asset-based fees.
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Arroyo Investment Group, LLC Brokerage Details
$243,046,375
8
905
$268,560
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Phillip Wildes Work History
Capital Research Brokerage Services, LLC
Arroyo Investment Group
49 Wealth Management
Purshe Kaplan Sterling Investments
Illumine Legal LLC
Cardan Capital Partners
The University Of Alabama
Regis Jesuit High School
All Souls Catholic School
Disclosures
Please visit the SEC profile of Phillip Wildes 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 Arroyo Investment Group, LLC
Pasadena, CA
Pasadena, CA
Littleton, 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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