Eric Michael Micheli

CFA

Logia Portfolio Management

5 Years of Experience

View SEC Summary

Areas of Practice

Investment Management

Logia Portfolio Management

Compensation

N/A

Firm Size

3 advisors

Number of Clients

1 client

Average Client Portfolio

$764.4M average

Assets Under Management

$764.4M

Fee Structure

Financial Planning:Investment management only

Location

5299 DTC Blvd., Ste. 100, Greenwood Village, CO, 80111

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History

Regulatory History

Clean regulatory record

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.

Employment History

Current Registrations

Sunflower Wealth Advisors LLC

July 2024 - Present · 1 yr 7 mos

Previous Registrations

Wells Fargo Clearing Services, LLC

August 2017 - July 2018 · 11 mos

Wells Fargo Clearing Services, LLCBroker

December 2015 - July 2018 · 2 yrs 7 mos

Nylife Securities LLCBroker

February 2013 - July 2014 · 1 yr 5 mos

State Registrations2 states

COTX

Advisor

Exams

No exam information available for this advisor.