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Building 2CALEDONIA WEALTH MANAGEMENT, LTD.

Map pinBOULDER, CO
Phone720-239-1260
NotebookSEC #801-69966
Total AUM
$23.3M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1260 YELLOW PINE AVENUE
BOULDER
CO 80304
United States
Operating Hours
9AM TO 5PM
Monday - Friday
Phone
720-239-1260

ReceiptFinancials

Total AUM
$23.3M
Accounts
127
Discretionary
$21.8M
Accounts
106
Non-Discretionary
$1.4M
Accounts
21

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial 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 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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