Owner and Senior Wealth Advisor · 5280 Associates
Chad D. Aaberg
CRD 4618120 · Named on Form ADV at one SEC-registered adviser
At a glance
5280 Associates, an SEC-registered asset manager based in Denver, CO with $0 in regulatory assets, lists Chad D. Aaberg on its Form ADV as Owner and Senior Wealth Advisor, a control person.
Firms and roles
- 5280 AssociatesOwner and Senior Wealth AdvisorAsset manager · Denver, CO · $0M in regulatory assets
AtlasMembers
Chad’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Colleagues named on the same filings
- Scott HuelskampOwner and Senior Wealth Advisor, 5280 Associates
- NATHANIEL B. CHAPMANOwner and Senior Wealth Advisor, 5280 Associates
- Theodore C. KoubaOwner and Executive Director, Investment Operations and Financial Planning, 5280 Associates
- Andy J. ArmstrongChief Compliance Officer, 5280 Associates
- Ann V. WestphalOwner and Executive Director, Estate Planning and Administration, 5280 Associates
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Chad’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.