Ernesto Montes

Employer firm

Ghp Investment Advisors Inc CRD 107563

$3.06B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Pension consulting
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2016 → 08/2019
  The Fiduciary Group, Llc
  Savannah, GA
• 08/2019 → Present
  Ghp Investment Advisors
  Denver, CO

Previous Registrations

• 2019-11-19 → 2020-12-31
  Ghp Investment Advisors Inc
  Denver, CO
• 2016-11-01 → 2019-08-05
  The Fiduciary Group
  Savannah, GA

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-08-29

Designations

• Certified Financial Planner

Other Names

• Ernesto Montes