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COLORADO CAPITAL MANAGEMENT
4430 Arapahoe Avenue, Suite 120
Boulder, Colorado 80303-1100
Tel: 303-444-9300
About COLORADO CAPITAL MANAGEMENT
COLORADO CAPITAL MANAGEMENT, formally registered with the SEC as COLORADO CAPITAL MANAGEMENT. The firm was established in 02/01/2002. They have over 1 offices throughout the country.
COLORADO CAPITAL MANAGEMENT is a Boulder, Colorado based Financial Planning firm with nearly $439,959,198 assets under management, offering retirement planning & investment advisory services to 859 clients. The firm is staffed with 9 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 114011 |
| SEC# | 801-60868 |
| Assets Managed by Firm | $439,959,198 |
| No. of Clients | 859 |
| No. of Advisors | 9 |
Fee Structure
- A Percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Selection of Other Advisors
- Publication of periodicals or Newsleters
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 859 | $439,959,198 |
| Individuals (other than high net worth individuals) | 116 | $60,251,495 |
| High net worth individuals | 96 | $374,589,561 |
| Charitable organizations | 6 | $5,118,142 |
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