Stephen
Erwin
Walker & Dunlop Investment Partners, Inc
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About this Advisor
Stephen Erwin is a financial advisor operating out of Denver, Colorado with 3 years of industry experience. Erwin currently works for Walker & Dunlop Investment Partners, Inc. Their career trajectory has included roles at Highlander Law Firm, LLC, Avant-Garde Advisors LLC, Aveo Capital Partners, LLC, Blue Sky Asset Management, Highlander Compliance Consulting, Thorofare, LLC, Walker & Dunlop Investment Partners Corporation and Zelman Partners LLC. Erwin maintains a Series 65 license, certifying them as an investment advisor representative, and is approved to serve investors in Colorado. Walker & Dunlop Investment Partners, Inc is a registered investment firm headquartered in Denver, CO. The firm has offices in six locations and a total of 41 financial advisors. It manages $1 billion in assets under management across its 23 client accounts, placing it among the biggest financial advisory firms in the nation by assets under management. Walker & Dunlop Investment Partners, Inc has a set of services, including portfolio management for pooled investment vehicles, portfolio management for institutional clients and other services. Fees charged by financial advisors usually are based on which services are offered. However, fee types charged by Walker & Dunlop Investment Partners, Inc most likely include asset-based, performance-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Walker & Dunlop Investment Partners, Inc Brokerage Details
$1,359,172,884
41
23
$59,094,473
Investment Advisory Services
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Other
Stephen Erwin Work History
Stephen has been registered as a financial advisor for 3 years.*
Zelman Partners LLC
Walker & Dunlop Investment Partners Corporation
Highlander Compliance Consulting
Thorofare, LLC
Aveo Capital Partners, LLC
Blue Sky Asset Management
Avant-Garde Advisors LLC
Highlander Law Firm, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Stephen Erwin 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 Walker & Dunlop Investment Partners, Inc
Denver, CO
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