Robert
Mcclure

Alps Advisors, Inc

CRD#4460887
Investment Advisor
in Denver, CO

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About this Advisor

Robert Mcclure is a financial advisor based in Denver, Colorado, working with Alps Advisors, Inc. Robert has previously held positions at Credit Suisse Securities (Usa) LLC, Oppenheimerfunds Distributor, Inc, Invesco Distributors, Inc, and Alps Fund Services, Inc. Robert has passed the Series 65 and Series 66 regulatory exams and is registered to provide services in Colorado. Currently, Robert is part of Alps Advisors, Inc, which operates out of Denver, Colorado. The firm has 1 office and 64 employees. The firm manages assets totaling $24.0 billion. The services offered by the firm include portfolio management for investment companies and portfolio management for institutional clients. The fee structure at Alps Advisors, Inc includes asset-based, fixed, and other fees.

Certifications and Registrations

Series 65, Series 66

Services Offered

Portfolio management for investment companies, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Fixed Fees, Others

Office Location

1290 Broadway, Suite 1000
Denver, CO 80203

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Alps Advisors, Inc Brokerage Details

Total Assets Under Management

$24,019,792,910

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

64

CO Average: 28
Total Number of Accounts

7

CO Average: 1,101
Average Account Size

$3,431,398,987

CO Average: $2,134,119

Investment Advisory Services

  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients

Robert Mcclure Work History

2020 - Present (4 years)

Alps Fund Services, Inc

2019 - 2019 (< 1 year)

Invesco Distributors, Inc

2015 - 2019 (4 years)

Oppenheimerfunds Distributor, Inc

2002 - 2015 (13 years)

Credit Suisse Securities (Usa) LLC

Disclosures

Please visit the SEC profile of Robert Mcclure 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 Alps Advisors, Inc

Justin Hillstrom
Denver, CO
Alecia Wellen
Denver, CO
Robert Mclaughlin
Denver, CO
Eric Hewitt
Denver, CO
Laton Spahr
Denver, CO
Kyle Reilly
Denver, CO
Warren Beth
Denver, CO
Alexander Hagmeyer
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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