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Home > Retirement Planners > colorado > boulder > CONSILIUM, LLC
CONSILIUM, LLC
918 Dearborn Place
Boulder, Colorado 80303
Tel: 303-956-7074
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 Status | Approved |
|---|---|
| Firm CRD# | 304503 |
| SEC# | 801-117808 |
| Assets Managed by Firm | $171,807,000 |
| No. of Clients | 36 |
| No. of Advisors | 1 |
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 Clients | AUM | |
|---|---|---|
| Firm Total | 36 | $171,807,000 |
| Individuals (other than high net worth individuals) | 8 | $3,739,000 |
| High net worth individuals | 5 | $13,227,000 |
| Pension and profit sharing plans | 6 | $141,961,000 |
| Corporations or other businesses | Fewer than 5 clients | $12,880,000 |
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|---|---|---|---|
| $239,345,489,058 | 6602 | 978 | |
| $81,139,239,094 | 82 | 81 | |
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