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Steven Hinkle

Western Wealth Management LLC
49 Years of Experience
Greenwood Village, CO
1 Disclosure
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Steven Hinkle is a registered investment advisor at Western Wealth Management LLC, based in Greenwood Village, CO, with 49 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Divorce Planning, Education Planning, Estate Planning, and 6 more. Their firm serves 11,253 clients with $5.4B in assets under management.

Western Wealth Management LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
113 advisors
Number of Clients
11,253 clients
Average Client Portfolio
$476K average
Assets Under Management
$5.4B

Fee Structure

Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any3.00%

Maximum annual fee for comprehensive portfolio management will not exceed 3.0% of assets under management. Alternatively, a flat fee not to exceed 2.5% or a negotiated flat rate may apply. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

5251 DTC Parkway, Suite 1045, Greenwood Village, CO, 80111

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
January 2016
Final
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Steven is associated with SRH Financial, Inc. He spends minimal time on this activity.

Employment History
Current Registrations
Western Wealth Management LLC
July 2019 - Present · 7 yrs 3 mos
Previous Registrations
Ntb Advisors, a Division of Ntb Financial Corporation
July 2015 - July 2019 · 4 yrs
Ntb Financial CorporationBroker
July 2015 - July 2019 · 4 yrs
Dynasty Capital Management, INC
January 2014 - June 2016 · 2 yrs 5 mos
Dynasty Capital Partners, INC.Broker
January 2003 - July 2015 · 12 yrs 6 mos
J.P. Turner & Company, L.L.C.Broker
September 2002 - December 2009 · 7 yrs 3 mos
Schneider Securities, INC.Broker
July 2001 - September 2002 · 1 yr 2 mos
Global Capital Securities CorporationBroker
August 1986 - July 2001 · 14 yrs 11 mos
Wall Street West, INC.Broker
September 1978 - August 1986 · 7 yrs 11 mos
Dain, Bosworth IncorporatedBroker
May 1978 - October 1978 · 5 mos
Bosworth Sullivan & Company IncorporatedBroker
June 1977 - May 1978 · 11 mos
State Registrations1 state
CO
Advisor

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.

Exams
No exam information available for this advisor.
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