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George Frederic Von eiff

Edgerock Wealth Management

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About George Frederic Von eiff

George Frederic Von eiff is a financial advisor with Edgerock Wealth Management. George has been in the financial industry since 1996. George provides portfolio management for individuals and businesses. George is registered in California, Colorado, Missouri, Nebraska, Oregon and Texas.

Firm Information

George Von eiff is currently registered with Edgerock Wealth Management. Edgerock Wealth Management is a registered investment advisor based in Denver, CO. They provide portfolio management services for individuals and businesses. Their website addresses include links to their social media pages, including Instagram, YouTube, Twitter, Facebook, and LinkedIn. Edgerock Wealth Management has 8 licensed agents, 9 investment advisor representatives, and manages approximately $470.48 million in assets. They offer financial planning, educational seminars, and portfolio management services for businesses and individuals.
Edgerock Wealth Management

7001 EAST BELLEVIEW AVE

DENVER, CO 80237

$470.48M

Assets Under Management

Not reported

Total Clients

10

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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percentage of assets

A percentage of the total value of assets under management is charged.

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George Von eiff’s Registration & Firm History

CO

10/20/2023 - Present

Edgerock Wealth Management (DENVER CO)

CO

07/19/2022 - 10/10/2023

LPL FINANCIAL LLC (DENVER CO)

CO

07/07/1997 - 11/13/2020

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (DENVER CO)

NY

09/06/1996 - 02/14/1997

COWEN & CO. (NEW YORK NY)

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Licenses & Designations

BC

Issued 06/01/2017

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 05/02/2008

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/12/2022

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/05/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for George Frederic Von eiff.
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