Timothy Kulick is a registered investment advisor at Denver Pwm, LLC, based in Centennial, CO, with 27 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 1 more. Their firm serves 336 clients with $550M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum investment advisory fee is 1.5%. Fees may vary based on the size of the account, complexity of the portfolio, extent of activity in the account or other reasons agreed upon.
Fee Estimator
Location
7400 E Arapahoe Road, Suite 120, Centennial, CO, 80112
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Timothy is the owner and a CPA at Kulick and Associates dba Mitchell Kulick & Company, P.C., a CPA firm. This activity takes nearly full-time hours.
Employment History
Current Registrations
Denver Pwm, LLC
Previous Registrations
Symphonic Financial Advisors LLC
Symphonic Securities LLCBroker
Multi-Financial Securities CorporationBroker
Multi-Financial Securities Corporation
American Zang Investment Council
Ifg Advisory Services INC
Ifg Network Securities, INC.Broker
1st Global Capital CORP.Broker
State Registrations1 state
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.