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CONSILIUM, LLC

918 Dearborn Place
Boulder, Colorado 80303
Tel: 303-956-7074

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About CONSILIUM, LLC

CONSILIUM, LLC, formally registered with the SEC as CONSILIUM, LLC. The firm was established in 12/16/2019. They have over 1 offices throughout the country.

CONSILIUM, LLC is a Boulder, Colorado based Financial Planning firm with nearly $171,807,000 assets under management, offering retirement planning & investment advisory services to 36 clients. The firm is staffed with 1 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#304503
SEC#801-117808
Assets Managed by Firm$171,807,000
No. of Clients36
No. of Advisors1

Fee Structure

  • A percentage of AUM
  • Fixed fees
  • Other (PROJECT FEES, CONSULTING FEES)

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total36$171,807,000
Individuals (other than high net worth individuals)8$3,739,000
High net worth individuals5$13,227,000
Pension and profit sharing plans6$141,961,000
Corporations or other businessesFewer than 5 clients$12,880,000

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