SITUSAMC RISK ADVISORS, LLC
Firm details
- Headquarters
- DENVER, Colorado
- CRD number
- 285555
- Website
- www.situsamc.com
- Fee structure
- Fixed Fees
Firm profile
FINTRXOverview
Situsamc Risk Advisors, LLC is registered as a limited liability company and is identified as a domestic entity with individual ownership. The firm's public profile in the dataset is limited: it is unclassified for advisory type, is not flagged as a capital allocator, and is not reported to be an active ESG investor. Its reported fee model is fixed fees. The record also notes an industry affiliation as an “Other Investment Adviser.” Several advisory attributes are negative in the file: the firm is not listed as a multi-state adviser, not a pension consultant, not a related adviser, and is not newly formed.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2Lisa Wallace
Chief Administrative Officer & General CounselCRD 6790070
Michael Franco
Chief Executive OfficerCRD 7160114
Contacts
3 of 4Aedan Chiari
AnalystCRD 7909295
KYLE MENDENHALL
Vice PresidentCRD 6828958
Stephan Salon
Vice PresidentCRD 7450769
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
DENVER, CO
DENVER
Location
DENVER, CO
Headquartered in DENVER, CO, anchoring the Denver-Aurora, CO metro in the West.
- Metro area
- Denver-Aurora, CO
- Region
- West
- County
- DENVER
- Address
- 1099 18th St
- Time zone
- MT (UTC-7)
- Office locations
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