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DAVID B. PATSTON, CPA, CFA
CRD 131673
1440 BLAKE ST., SUITE 310, DENVER, CO, 80202, United States
Phone
303-573-0280
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$96.3M
Discretionary AUM
$83.9M
Team
1 total employees; 1 advisory reps; 5 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Sole Proprietorship
Filing date
2026-03-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 24 | $8.0M |
| High net worth individuals | 27 | $76.8M |
All web addresses on file
Official SEC filing: View on IAPD