HF
Harvey Friedentag
FRIEDENTAG PORTFOLIO MANAGEMENT
DENVER, CO
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CRD#: 4478383
HF
Professional summary
Harvey Friedentag is a registered financial advisor currently at FRIEDENTAG PORTFOLIO MANAGEMENT located in Denver, Colorado.
Harvey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Harvey has worked at 1 firm .
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.
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
January 1, 1999 - Present
FRIEDENTAG PORTFOLIO MANAGEMENT
CRD#: 113865
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(1/1/1999)
Exams
Current Firm
FP
FRIEDENTAG PORTFOLIO MANAGEMENT
FRIEDENTAG PORTFOLIO MANAGEMENT | FRIEDENTAG PORTFOLIO MGT.
CRD#: 113865 / SEC#:
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Contact information
Main Address
Denver, CO
Mailing Address
Phone number
(303) 333-0570
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 5 |
| AUM (Assets Under Management) | $ 1,846,728 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
