Fowler Tax Advisors LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
2
Advisory reps
3

Firm details

Headquarters
Greenwood Village, Colorado
CRD number
305347
Fee structure
Other

Firm profile

FINTRX

Overview

Fowler Tax Advisors LLC is organized as a limited liability company and operates as an independent registered investment adviser. Ownership is at the individual level, and the firm serves a mix of individual and family clients alongside institutional relationships. Its stated business activity is accounting, and that accounting focus appears to be a core part of how the firm positions its advisory work. The adviser is not identified as a capital allocator and does not report active ESG investing. It is described as a single-state adviser and is not listed as a pension consultant or related adviser. Fee arrangements are noted as "other" rather than a standard asset-based or hourly model.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Kaprice Page

    Kaprice Page

    Chief Compliance OfficerCRD 2373842

Contacts

2 of 2
  • Kimberlee Harmon

    Kimberlee Harmon

    Senior Tax ManagerCRD 7176954

  • Robert Fowler

    Managing MemberCRD 7165061

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Greenwood Village, CO

Arapahoe

Location

Greenwood Village, CO

Headquartered in Greenwood Village, CO, anchoring the Denver-Aurora, CO metro in the West.

Metro area
Denver-Aurora, CO
Region
West
County
Arapahoe
Address
5460 S Quebec St
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth