DAVID W. MCKINLAY, CHFC

DAVID W. MCKINLAY, CHFC is an SEC-registered investment adviser (CRD 112449). Regulatory assets under management: $32.6M.

Registration

• CRD: 112449
• Type: Registered investment adviser
• Phone: 303-773-1896
• Latest filing: 2026-02-10
• Regulatory AUM: $32.6M
• Discretionary AUM: $32.6M
• Clients: 1
• Accounts: 95

Business model

Compensation: % of AUM, Hourly.

Clients served: High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 112449 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search