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Building 2COLORADO FINANCIAL MANAGEMENT LLC

Map pinBOULDER, CO
Phone303-443-2433
NotebookSEC #801-56204
Total AUM
$2B
Employees
17
Clients
881

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4840 PEARL EAST CIRCLE
SUITE 300E
BOULDER
CO 80301
United States
Operating Hours
8AM TO 5PM
Monday - Friday
Phone
303-443-2433
Other Offices
2

ReceiptFinancials

Total AUM
$2B
Accounts
2,985
Discretionary
$1.9B
Accounts
2,915
Non-Discretionary
$12.1M
Accounts
70

ContactClients

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Individual Clients
448
AUM
$175.5M
HNW Individual Clients
414
AUM
$1.6B
Charitable Organization Clients
19
AUM
$208.8M

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
AZCACOFLGAMNMTNCNMOKORTNTXVAWA

HandshakeAffiliates

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Affiliates
Reported 17 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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