Malcolm Ian Mackillop

Geowealth Management LLC

7 Years of Experience

View SEC Summary

Areas of Practice

Investment Management

Geowealth Management LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

20 advisors

Number of Clients

50,134 clients

Average Client Portfolio

$271K average

Assets Under Management

$13.6B

Fee Structure

Minimum Investment:None

Financial Planning:Investment management only

Location

Denver, CO

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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

Geowealth Management LLC

April 2024 - Present · 1 yr 10 mos

Previous Registrations

First Ascent Asset Management, LLC

February 2018 - March 2024 · 6 yrs 1 mo

State Registrations2 states

COIL

Advisor

Exams

No exam information available for this advisor.