SITUSAMC RISK ADVISORS, LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
8
Advisory reps
6

Firm details

Headquarters
DENVER, Colorado
CRD number
285555
Fee structure
Fixed Fees

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Lisa Wallace

    Chief Administrative Officer & General CounselCRD 6790070

  • Michael Franco

    Chief Executive OfficerCRD 7160114

Contacts

3 of 4
  • Aedan Chiari

    AnalystCRD 7909295

  • KYLE MENDENHALL

    Vice PresidentCRD 6828958

  • Stephan Salon

    Vice PresidentCRD 7450769

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth