Wesley
Tibbetts

Towle & Co

CRD#5409920
Investment Advisor
in Denver, CO

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About this Advisor

Wesley Tibbetts is a financial advisor based in Denver, Colorado, working with Towle & Co. Wesley has previously held a position at Towle & Co and has passed the Series 65 regulatory exam. Wesley is registered to provide services in Colorado and Missouri. Currently, Wesley is part of Towle & Co, which operates out of Denver, Colorado. The firm has 3 offices and 10 employees. The firm manages assets totaling $879.3 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. The fee structure at Towle & Co includes asset-based and performance-based fees.

Certifications and Registrations

Series 65, Chartered Financial Analyst

Services Offered

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

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

50 S. Steele Street Suite 1000
Denver, CO 80209

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Towle & Co Brokerage Details

Total Assets Under Management

$879,341,384

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

10

CO Average: 28
Total Number of Accounts

82

CO Average: 1,101
Average Account Size

$10,723,675

CO Average: $2,134,119

Investment Advisory Services

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

Wesley Tibbetts Work History

2010 - Present (14 years)

Towle & Co

Disclosures

Please visit the SEC profile of Wesley Tibbetts 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 Towle & Co

Gabriel Barthelmess
Denver, CO
James Shields
Denver, CO
Wesley Tibbetts
Denver, CO
Peter Lewis
Chesterfield, MO
Christopher Towle
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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