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Building 2COLORADO FINANCIAL MANAGEMENT INC

Map pinJOHNSTOWN, CO
Phone970-613-1392
NotebookSEC #801-39481
Total AUM
$253.4M
Employees
5
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4848 THOMPSON PARKWAY
SUITE #320
JOHNSTOWN
CO 80534
United States
Operating Hours
8 A.M. TO 5 P.M.
Monday - Friday
Phone
970-613-1392

ReceiptFinancials

Total AUM
$253.4M
Accounts
611
Discretionary
$253.4M
Accounts
611
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOTX

HandshakeAffiliates

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

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