A complete list of active advisors currently associated with Mile High Investments, LLC

Warmer can help you find a great advisor at Mile High Investments, LLC or one who fits your needs even better.

Mile High Investments, LLC is a single-advisor registered investment adviser that provides discretionary portfolio management and fee-based financial planning to individual and high‑net‑worth clients. The firm reports approximately $102,091,442 in discretionary assets under management across about 121 client relationships and delivers written Investment Policy Statements and regular custodian reports. The adviser uses a mix of analysis methods—charting, fundamental, technical and cyclical—and implements strategies ranging from long‑term investing to short‑term trading, including short sales, margin transactions and options writing (including covered and uncovered strategies). Clients grant discretionary authority via a limited power of attorney, accounts are reviewed at least monthly by the sole management person, and financial planning is offered on fixed‑fee or hourly terms. Compared with many solo independent advisers, Mile High combines a relatively large discretionary asset base with in‑house active trading and use of higher‑risk instruments, and it manages client assets internally rather than selecting third‑party managers. The firm recommends Charles Schwab for custody, allows clients to direct brokerage, reports no soft‑dollar benefits, and maintains limited custody only for fee deduction, which are operational features clients may consider when evaluating execution, reporting and potential conflicts.

To learn more about the advisors currently working at Mile High Investments, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.