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Building 2COLORADO CAPITAL MANAGEMENT

Map pinBOULDER, CO
Phone303-444-9300
NotebookSEC #801-60868
Total AUM
$638.4M
Employees
10
Clients
241

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4430 ARAPAHOE AVENUE
SUITE 120
BOULDER
CO 80303-1100
United States
Operating Hours
9-5
Monday - Friday
Phone
303-444-9300

ReceiptFinancials

Total AUM
$638.4M
Accounts
1,014
Discretionary
$569.9M
Accounts
891
Non-Discretionary
$68.4M
Accounts
123

ContactClients

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Individual Clients
77
AUM
$52.6M
HNW Individual Clients
157
AUM
$565.1M
Charitable Organization Clients
7
AUM
$20.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPublications
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACONHNY

HandshakeAffiliates

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

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