Overview
Assets Under Management: $318 million
Headquarters: DENVER, CO
High-Net-Worth Clients: 95
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 95
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 73.37
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 701
Discretionary Accounts: 689
Non-Discretionary Accounts: 12
Regulatory Filings
CRD Number: 147881
Last Filing Date: 2024-08-03 00:00:00
Website: https://cfs-colorado.com