Pagosa Investment Management

Pagosa Investment Management (CRD# 167350) is a financial advisory firm headquartered in Pagosa Springs, CO. They manage $7,514,856 in 23 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
P.o. Box 5468, Pagosa Springs, CO 81147
By the Numbers
  • Total Assets Under Management
    8
    MILLION
  • Total Number of Accounts
    23
    ACCOUNTS
  • Average Account Value
    $326,733
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CO, LA, TX

Financial Advisors at Pagosa Investment Management
Showing 1 - 1 of 1 top financial advisors.
1
Herman Wilson, financial advisor Pagosa Springs CO
Herman W. Wilson
CRD#: 2712076
Pagosa Springs, CO
90
Wealthminder
score

Herman Wilson (CRD# 2712076) is an Investment Advisor Representative working at Pagosa Investment Management in Pagosa Springs, CO and has over 2 years of experience in the finance industry. Herman Wilson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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