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CORUNDUM GROUP, INC.

1 South Nevada
Suite 200
Colorado Springs, Colorado 80903
Tel: 719-228-1080

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About CORUNDUM GROUP, INC.

CORUNDUM GROUP, INC, formally registered with the SEC as CORUNDUM GROUP, INC. The firm was established in 09/10/1992. They have over 1 offices throughout the country.

CORUNDUM GROUP, INC. is a Colorado Springs, Colorado based Financial Planning firm with nearly $1,407,752,246 assets under management, offering retirement planning & investment advisory services to 427 clients. The firm is staffed with 11 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#106490
SEC#801-42281
Assets Managed by Firm$1,407,752,246
No. of Clients427
No. of Advisors11

Fee Structure

  • A percentage of AUM
  • Fixed fees
  • Performance Based

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total427$1,407,752,246
Individuals (other than high net worth individuals)39$8,908,316
High net worth individuals70$435,869,198
Charitable organizations9$82,268,195
Corporations or other businessesFewer than 5 clients$575,280

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