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Building 2CIMARRON WEALTH MANAGEMENT, INC.

Map pinMONTROSE, CO
Phone970-249-9882
NotebookSEC #801-116955
Total AUM
$327.3M
Employees
14
Clients
573

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1701 NIAGARA RD
MONTROSE
CO 81401
United States
Operating Hours
8AM - 5 PM
Monday - Friday
Phone
970-249-9882
Other Offices
4

ReceiptFinancials

Total AUM
$327.3M
Accounts
574
Discretionary
$307.5M
Accounts
564
Non-Discretionary
$19.8M
Accounts
10

ContactClients

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Individual Clients
478
AUM
$134.2M
HNW Individual Clients
74
AUM
$169.6M
Pension/Profit Sharing Plan Clients
10
AUM
$19.8M
Charitable Organization Clients
1
AUM
$2.1M
Corporation or Business Clients
10
AUM
$1.6M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLIDLATNTXWA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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