Colorado Financial Management LLC
Colorado Financial Management LLC (CRD# 113216) is a financial advisory firm headquartered in Boulder, CO. They manage $1,951,918,249 in 2,985 accounts and serve the financial needs of clients across 15 states (or territories).
Current Firm Details
Colorado Financial Management LLC
By the Numbers
-
Total Assets Under Management1,952MILLION
-
Total Number of Accounts2,985ACCOUNTS
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Average Account Value$653,909
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AZ, CA, CO, FL, GA, MN, MT, NC, NM, OK, OR, TN, TX, VA, WA
Financial Advisors at Colorado Financial Management LLC
No Advisor Found.
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