Colorado Capital Management

Colorado Capital Management (CRD# 114011) is a financial advisory firm headquartered in Boulder, CO. They manage $499,859,455 in 1,077 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    500
    MILLION
  • Total Number of Accounts
    1,077
    ACCOUNTS
  • Average Account Value
    $464,122
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, FL, NH

Financial Advisors at Colorado Capital Management
Showing 1 - 8 of 8 top financial advisors.
1
Zuzana Birova
CRD#: 6890984
Durango, CO

Zuzana Birova (CRD# 6890984) is an Investment Advisor Representative working at Colorado Capital Management in Durango, CO and has over 5 years of experience in the finance industry.

2
Jason G. Black
CRD#: 5265605
4430 Arapahoe Avenue, Suite 120, Boulder, CO 80303

Jason Black (CRD# 5265605) is an Investment Advisor Representative working at Colorado Capital Management in Boulder, CO and has over 17 years of experience in the finance industry.

3
Steven L. Ellis
CRD#: 1706749
4430 Arapahoe Ave., Suite 120, Boulder, CO 80303

Steven Ellis (CRD# 1706749) is an Investment Advisor Representative working at Colorado Capital Management in Boulder, CO and has over 36 years of experience in the finance industry.

4
Andrew K. Gilson
CRD#: 4221231
4430 Arapahoe Ave., Suite 120, Boulder, CO 80303

Andrew Gilson (CRD# 4221231) is an Investment Advisor Representative working at Colorado Capital Management in Boulder, CO and has over 23 years of experience in the finance industry.

5
Lee M. Strongwater
CRD#: 4537898
4430 Arapahoe Avenue, Suite 120, Boulder, CO 80303

Lee Strongwater (CRD# 4537898) is an Investment Advisor Representative working at Colorado Capital Management in Boulder, CO and has over 21 years of experience in the finance industry.

6
Erica N. Loughrey
CRD#: 7419168
4430 Arapahoe Avenue, Suite 120, Boulder, CO 80303

Erica Loughrey (CRD# 7419168) is an Investment Advisor Representative working at Colorado Capital Management in Boulder, CO and has over 2 years of experience in the finance industry.

7
Vincent L. Otterbein
CRD#: 6975626
Sarasota, FL

Vincent Otterbein (CRD# 6975626) is an Investment Advisor Representative working at Colorado Capital Management in Sarasota, FL and has over 5 years of experience in the finance industry.

8
Max B. Pulitzer
CRD#: 7132879
4430 Arapahoe Avenue, Suite 120, Boulder, CO 80303

Max Pulitzer (CRD# 7132879) is an Investment Advisor Representative working at Colorado Capital Management in Boulder, CO and has over 3 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.