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Building 2OUTBOUND FINANCIAL

Map pinBOULDER, CO
Phone(720) 642-9701
NotebookSEC #801-131224
Total AUM
$151.2M
Employees
1
Clients
150

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6260 LOOKOUT ROAD
STE 220L
BOULDER
CO 80301
United States
Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
(720) 642-9701

ReceiptFinancials

Total AUM
$151.2M
Accounts
423
Discretionary
$151.2M
Accounts
423
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
60
AUM
$9M
HNW Individual Clients
90
AUM
$142.3M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CO

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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