D
CRD: 112449
David W. Mckinlay, Chfc
Denver, CO
3037731896
$32.6M Total AUM
$32.6M Disc. AUM
-- 3Y CAGR
1 Employees
60 ADV. Clients
27 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-01-1999
- Office Locations
- 1
Office Locations
7720 E. Belleview AVE #200 Greenwood Village CO
About David W. Mckinlay, Chfc
David W. Mckinlay, Chfc is a Denver-based RIA. The firm has been operating for 27 years. Managing $32.6M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Business Succession, Financial Planning, Insurance.
Team overview
46 AVG AGE
$32.6M AVG AUM / ADVISOR
$544.2K AVG AUM / CLIENT
27.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
27yrs Firm Age
Insights
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Asset Classes
Quantum
Investment Themes
Matrix
Investment Vehicles
Signal pathway
Services
Signal Quantum Radial Crest fusion Unison
Owner & Executives
DAVID WILTON MCKINLAY
Owner
- CRD
- #1063542
- Ownership
- 75% or more
(296) 968-4917
focus.atlas@peakcapital.com
in linkedin.com/in/vector-atlas
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $32,649,507 | -- |
| Non-Discretionary | $0 | -- |
| Total | $32,649,507 | -- |
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Separately Managed Accounts
Total SMA Asset: $32,649,507
Public Funds:
24.9% Equity - Exchange:
40.0% Cash:
35.1% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,775,815,454 | 24.9% |
| Equity - Exchange | $2,852,715,589 | 40.0% |
| Cash | $2,503,257,929 | 35.1% |
| Total | $7,131,788,972 | 100.0% |