Overview
Assets Under Management: $2.0 billion
Headquarters: BOULDER, CO
High-Net-Worth Clients: 414
Average Client Assets: $3.8 million
Frequently Asked Questions
COLORADO FINANCIAL MANAGEMENT LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #113216), COLORADO FINANCIAL MANAGEMENT LLC is subject to fiduciary duty under federal law.
COLORADO FINANCIAL MANAGEMENT LLC is headquartered in BOULDER, CO.
COLORADO FINANCIAL MANAGEMENT LLC serves 414 high-net-worth clients according to their SEC filing dated March 30, 2023. View client details ↓
According to their SEC Form ADV, COLORADO FINANCIAL MANAGEMENT LLC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
COLORADO FINANCIAL MANAGEMENT LLC manages $2.0 billion in client assets according to their SEC filing dated March 30, 2023.
According to their SEC Form ADV, COLORADO FINANCIAL MANAGEMENT LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 414
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 80.31%
Average Client Assets: $3.8 million
Total Client Accounts: 2,985
Discretionary Accounts: 2,915
Non-Discretionary Accounts: 70
Regulatory Filings
CRD Number: 113216
Filing ID: 1720154
Last Filing Date: 2023-03-30 16:10:00