George Frederic Von Eiff Jr
CFP®Professional Summary
George Frederic Von Eiff JR, CFP®, who also goes by Chip Voneiff, George Frederic Voneiff Jr, is a registered financial advisor currently at EDGEROCK WEALTH MANAGEMENT located in Denver, Colorado. George is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. George has worked at 4 firms and has passed the Series 63, Series 65, Series 7TO, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Chip Voneiff, George Frederic Voneiff Jr
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Videos & Posts
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Contact Information
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Disclosures on record.
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Credentials
Years of Experience
30 years in the financial services industry
Current & Past Employments
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Current Firm
EDGEROCK CAPITAL LLC | GREEN TREE WEALTH, INC. | EDGEROCK WEALTH MANAGEMENT
Contact Information
Main Address
7001 East Belleview Ave Suite 800, Denver, CO 80237Phone Number
(303) 780-7350# of Employees
20SEC notice filing (11 States and Territories)
Registered to provide investment advisory services in 11 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
1,559AUM (Assets Under Management)
$578,894,175Similar Advisors
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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Primary Firm SEC Registration
EDGEROCK CAPITAL LLC | GREEN TREE WEALTH, INC. | EDGEROCK WEALTH MANAGEMENT
State Registrations and Notice Filings
(10/20/2023)
(10/20/2023)
(10/20/2023)
(10/20/2023)
(10/20/2023)
(10/20/2023)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view George Frederic Von Eiff JR's CRS (Customer Relationship Summary).
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