Mile High Investments, LLC
Firm details
- Headquarters
- ,
- CRD number
- 156545
- Website
- www.milehighinvestments.net
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI76.85%
- Individuals23.15%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Mile High Investments, LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm focuses on financial planning and discretionary portfolio management for individuals, families and small-business clients. Its fee arrangements include a percentage of assets under management alongside hourly and fixed-fee engagements. Mile High does not identify as an active ESG investor, is not classified as a multi-state adviser, and is not positioned as a capital allocator, pension consultant, or related adviser.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds93%
- Exchange Traded Equities5%
- Cash & Cash Equivalents2%
Contacts
1 of 1David Sinclair
Managing MemberCRD 5404140
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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