Joseph Roddy is a registered investment advisor at Bear Creek Fund Advisors LLC, based in Denver, CO, with 36 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 2 clients with $200M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
1200 17th Street, Suite 970, Denver, CO, 80202
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Joseph is a Managing Director of Bear Creek Asset Management, LLC, spending nearly full-time on this role, and an Investment Adviser Representative of Bear Creek Fund Advisors LLC, spending a few hours per week. He also manages and monitors investments for several LLCs, is a trustee for family trusts, and manages the operations of several other entities.
Employment History
Current Registrations
Bear Creek Fund Advisors LLC
Bear Creek Securities LLCBroker
Bear Creek Asset Management, LLC
Previous Registrations
Piper Jaffray & CO.Broker
U.S. Bancorp Investments, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.