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Erin Valenti Bawa

Michaud Capital Management LLC

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About Erin Valenti Bawa

Erin Valenti Bawa is a Chartered Financial Analyst and a registered Investment Advisor Representative with Michaud Capital Management LLC. Erin has been in the financial services industry since 2008. Erin has worked with Monticello Associates and Michaud Capital Management. Erin is registered in Colorado and has a specialization in portfolio management for individuals, investment companies, and pooled investment vehicles. Erin is also a part-owner of Crusonia Wealth Advisors, LLC.

Firm Information

Erin Bawa is currently registered with Michaud Capital Management LLC. Michaud Capital Management LLC is an investment advisor registered with the SEC and located in Denver, CO. The firm provides general investment consulting services and specializes in portfolio management for individuals and pooled investment vehicles. Michaud Capital Management LLC manages approximately $2,075,263,249 in assets and serves a variety of clients including family offices, charitable organizations, and high-net-worth individuals.
Michaud Capital Management LLC

200 FILLMORE STREET

DENVER, CO 80206

$2.08B

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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general investment consulting services

General investment consulting services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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Erin Bawa’s Registration & Firm History

CO

02/29/2024 - Present

Michaud Capital Management LLC (DENVER CO)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Erin Valenti Bawa.
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