Bear Creek Asset Management, LLC
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About this Advisor
Todd Alton is a chartered financial analyst who works out of Denver, Colorado, with a total of 13 years of work experience. Alton currently works for Bear Creek Asset Management, LLC. Alton has gained experience at Bear Creek Securities LLC, Frederick Ross Company, Federal Deposit Insurance Corporation, United States Federal Reserve and Public Trust Advisors, LLC. Alton holds a Series 63 license, qualifying them as a securities agent, and can serve investors in Colorado, Delaware and Utah. Bear Creek Asset Management, LLC is an advisory firm that has its headquarters in Denver, Colorado. The company has a total of 11 financial advisors. It has $7 billion in assets across its 165 client accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm provides financial advisory services to eight charitable organizations. Of its 165 client accounts, 58% belong to high-net-worth investors who have more than $1 million in assets. The firm performs a few services, such as portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and portfolio management for institutional clients. A financial advisor's fees depend on the financial services offered. However, fees charged by Bear Creek Asset Management, LLC may include any combination of asset-based and performance-based fees.
Certifications and Registrations
Years of Experience
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Bear Creek Asset Management, LLC Brokerage Details
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Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Todd Alton Work History
Todd has 13 years of experience.
Bear Creek Securities LLC
Public Trust Advisors, LLC
United States Federal Reserve
Federal Deposit Insurance Corporation
Frederick Ross Company
Todd Alton has no disclosures.
Please visit their SEC profile for more details.