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IG

Ian D. Gardenswartz

IDG ADVISORS
DENVER, CO 80224
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CRD#: 4432997
IG

Professional summary


Ian David Gardenswartz is a registered financial advisor currently at IDG ADVISORS, LLC located in Denver, Colorado.

Ian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Ian has worked at 1 firm .

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


None

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Ian David Gardenswartz's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

October 6, 1999 - Present

IDG ADVISORS, LLC

Office #1: 6825 E. Tennessee #235, Denver, CO 80224
RIA
CRD#: 113718
DENVER, CO

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Colorado
(10/6/1999)

Exams


Current Firm


IA
IDG ADVISORS, LLC
IDG ADVISORS, LLC

CRD#: 113718 / SEC#: 801-62772

RIA
Registered Investment Advisory firm - (6/25/2012 Terminated)
Colorado
Registered Investment Advisory firm - (6/14/2012 Approved)
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Contact information


Main Address
6825 East Tennessee Ave. Suite 200, Denver, CO 80224
Mailing Address
Phone number
(303) 398-0268
Established
Firm type
Fiscal year end
# of Employees
2

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts109
AUM (Assets Under Management)$ 94,807,370

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


IDG ADVISORS, LLC

CRD#: 113718Denver, CO 80224

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