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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 $560,325,709 assets under management, offering retirement planning & investment advisory services to 1126 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 | $560,325,709 |
| No. of Clients | 1126 |
| No. of Advisors | 9 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
- Publication of periodicals and newsletters
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1126 | $560,325,709 |
| Individuals (other than high net worth individuals) | 108 | $58,516,790 |
| High net worth individuals | 111 | $487,010,386 |
| Charitable organizations | 6 | $14,798,533 |
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