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Matthew D Dupree

Branzan Investment Advisors, Inc.

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About Matthew D Dupree

Matthew Dupree is an Investment Advisor Representative with Branzan Investment Advisors, Inc. and Denver PWM, LLC. Matthew has been in the industry since January 1995 and is registered to provide investment advisory services in Colorado. Matthew holds the Series 2, 63 and 65 securities licenses and is also a Chartered Financial Analyst. Matthew consults on managerial accounting matters for a privately held software company and may consult with other financial industry firms.

Firm Information

Matthew Dupree is currently registered with Branzan Investment Advisors, Inc.. Branzan Investment Advisors, Inc. is an investment advisor located in Littleton, CO. The firm provides portfolio management services for individuals, pooled investment vehicles, and limited liability limited partnerships. They have approximately $102,215,657 in regulatory assets under management, primarily from pooled investment vehicles and charitable organizations. Branzan Investment Advisors, Inc. has five investment advisor representatives and one adviser rep for other investment advisers.
Branzan Investment Advisors, Inc.

10288 W CHATFIELD AVE

LITTLETON, CO 80127

$102.22M

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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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for limited liability limited partnerships

Portfolio management for limited liability limited partnerships

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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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Matthew Dupree’s Registration & Firm History

CO

02/15/2024 - Present

Branzan Investment Advisors, Inc. (Denver CO)

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Licenses & Designations

IA

Issued 10/11/1995

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/24/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/18/1995

Series 2 - Non-Member General Securities Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Matthew D Dupree.
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