Tara
Neckel

Alps Advisors, Inc

CRD#4051739
Investment Advisor
in Denver, CO

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About this Advisor

Tara Neckel is a financial advisor who works in Denver, Colorado who has 16 years of industry experience. Neckel is currently employed by Alps Advisors, Inc. They have been an employee of Alps Advisors, Inc for the entirety of their career. Neckel maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to operate in Colorado. Alps Advisors, Inc is a registered investment business headquartered in Denver, CO. It has a total of 64 employees. It handles $19 billion in total assets among its eight customer accounts, placing it among the biggest financial advisory firms in the country by assets under management. The advisory firm has a few services, such as portfolio management for investment companies and portfolio management for institutional clients. Fees charged by financial advisors largely vary depending on the services. However, fees charged by Alps Advisors, Inc can be comprised of some combination of asset-based, fixed and other fees.

Certifications and Registrations

Series 66

Years Registered*

16 years

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

$19,334,512,529

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

64

CO Average: 28
Total Number of Accounts

8

CO Average: 1,101
Average Account Size

$2,416,814,066

CO Average: $2,134,119

Investment Advisory Services

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

Tara Neckel Work History

Tara has been registered as a financial advisor for 16 years.*

2005 - Present (19 years)

Alps Fund Services, Inc

*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 Tara Neckel 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

Laton Spahr
Denver, CO
Eric Hewitt
Denver, CO
Alexander Hagmeyer
Denver, CO
Kyle Reilly
Denver, CO
Casey Kayl
Denver, CO
Alecia Wellen
Denver, CO
Justin Hillstrom
Denver, CO
Tara Neckel
Denver, CO

The content in this profile was updated by SmartAsset on 4/16/2023. 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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