Pierce
Aichinger

Edgerock Wealth Management

CRD#7649369
Investment Advisor
in Denver, CO

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About this Advisor

Pierce Aichinger is a financial advisor based in Denver, Colorado, working with Edgerock Wealth Management. Pierce has previously held positions at University, Nora's Retro, and Edgerock Wealth Management. Pierce has passed the Series 65 regulatory exam and is registered to provide services in Colorado. Currently, Pierce is part of Edgerock Wealth Management, which operates out of Denver, Colorado. The firm has 3 offices and 15 employees. The firm manages assets totaling $325.1 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and educational seminars. The fee structure at Edgerock Wealth Management includes asset-based fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Educational seminars/workshops

Fee Structure

Percentage of Assets

Office Location

7001 East Belleview Ave Suite 800
Denver, CO 80237

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Edgerock Wealth Management Brokerage Details

Total Assets Under Management

$325,099,616

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

15

CO Average: 28
Total Number of Accounts

1,242

CO Average: 1,101
Average Account Size

$261,755

CO Average: $2,134,119

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Educational seminars/workshops

Pierce Aichinger Work History

2023 - Present (1 year)

Edgerock Wealth Management

2019 - 2023 (4 years)

Nora'S Retro

2013 - 2020 (7 years)

University

Disclosures

Please visit the SEC profile of Pierce Aichinger 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 Edgerock Wealth Management

Robert Foss
Englewood, CO
Pierce Aichinger
Denver, CO
Chase Adler
Denver, CO
Tyler O'Dell
Grand Junction, CO
Jerad Daniels
Denver, CO
Brett Tomlinson
Denver, CO
Kyle Gerken
Englewood, CO
Kyle Shelley
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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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.

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