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Richey, Mark Alvin (Littleton)


Richey, Mark Alvin is a large advisory firm based in Littleton. It manages $46.08 million of regulatory assets for 551 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of Colorado.

Richey, Mark Alvin provides financial planning services. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Richey, Mark Alvin: assets under management

The assets under management (AUM) of Richey, Mark Alvin is $46.08 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 16% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $46.08 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $83.63 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Richey, Mark Alvin for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Littleton

The principal office where Richey, Mark Alvin performs its advisory services is located at 8441 West Bowles Avenue, Littleton, CO 80123, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 303-932-2288 or by fax 303-932-8588. The normal business hours are 9-4 on Monday - Friday.


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