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Dana Bath
from Aveo Capital Partners, LLC
Dana Bath is a financial advisor based in Colorado, Englewood,
with 17 years of experience. Dana currently works for
Aveo Capital Partners, LLC.
Dana maintains a S65 license (Uniform Investment Adviser Law Examination),
qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Dana Bath works at Aveo Capital Partners, LLC
Aveo Capital Partners, LLC is a financial advisory firm based in Englewood, Colorado. It currently has approximately $1,133,726,890 of assets under management and employs about 23 people. Aveo Capital Partners, LLC uses a fee structure of a percentage of assets under your management and fixed fees.
Certifications and registrations
Uniform Investment Adviser Law Examination (S65)
Years registered
7 years
Fee structure
A percentage of assets under your management and fixed fees
Office location
9635 Maroon Circle, Suite 440, Englewood, Colorado, 80112
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