Colorado Diversified Financial

Colorado Diversified Financial (CRD# 152315) is a financial advisory firm headquartered in Longmont, CO. They manage $1,081,000 in 4 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
713 Rider Ridge Drive, Longmont, CO 80504
By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    4
    ACCOUNTS
  • Average Account Value
    $270,250
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CO

Financial Advisors at Colorado Diversified Financial
Showing 1 - 1 of 1 top financial advisors.
1
Thomas Basil, financial advisor Longmont CO
Thomas C. Basil
CRD#: 3192909
713 Rider Ridge Drive, Longmont, CO 80504

Thomas Basil (CRD# 3192909) is an Investment Advisor Representative working at Colorado Diversified Financial in Longmont, CO and has over 25 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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