COLORADO FINANCIAL MANAGEMENT LLC

4840 Pearl East Circle
Suite 300e
Boulder, Colorado 80301
Tel: 303-443-2433

About COLORADO FINANCIAL MANAGEMENT LLC

COLORADO FINANCIAL MANAGEMENT LLC, formally registered with the SEC as COLORADO FINANCIAL MANAGEMENT LLC. The firm was established in 03/08/1999. They have over 3 offices throughout the country.

COLORADO FINANCIAL MANAGEMENT LLC is a Boulder, Colorado based Financial Planning firm with nearly $1,951,918,249 assets under management, offering retirement planning & investment advisory services to 2985 clients. The firm is staffed with 17 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	113216
SEC#	801-56204
Assets Managed by Firm	$1,951,918,249
No. of Clients	2985
No. of Advisors	17

Fee Structure

A Percentage of AUM
Hourly charges
Fixed Fees

Advisory Services Provided

Financial Planning
Portfolio Management for Individuals
Portfolio Management for Business

Firm Client Information

	No. of Clients	AUM
Firm Total	2985	$1,951,918,249
Individuals (other than high net worth individuals)	448	$175,485,635
High net worth individuals	414	$1,567,594,442
Charitable organizations	19	$208,838,172

Inquire with COLORADO FINANCIAL MANAGEMENT LLC

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