Todd
Alton

Bear Creek Asset Management, LLC

CRD#2876968
Investment Advisor
in Denver, CO
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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

Series 63, Chartered Financial Analyst

Years of Experience

13 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Performance-based Fees

Disclosures

No

Office Location

1200 17Th Street Suite 970
Denver, CO 80202

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Bear Creek Asset Management, LLC Brokerage Details

Total Assets Under Management

$7,721,188,000

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

11

CO Average: 28
Total Number of Accounts

160

CO Average: 1,101
Average Account Size

$48,257,425

CO Average: $2,134,119

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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.

2017 - Present (2 years)

Bear Creek Securities LLC

2014 - 2017 (3 years)

Public Trust Advisors, LLC

2012 - 2014 (2 years)

United States Federal Reserve

2010 - 2012 (2 years)

Federal Deposit Insurance Corporation

2005 - 2010 (5 years)

Frederick Ross Company

Disclosures

Todd Alton has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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