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Home > Retirement Planners > colorado > montrose > CIMARRON WEALTH MANAGEMENT, INC.
CIMARRON WEALTH MANAGEMENT, INC.
1731 E Niagara Rd
Montrose, Colorado 81401
Tel: 970-249-9882
About CIMARRON WEALTH MANAGEMENT, INC.
CIMARRON WEALTH MANAGEMENT, INC, formally registered with the SEC as CIMARRON WEALTH MANAGEMENT, INC. The firm was established in 07/11/2019. They have over 2 offices throughout the country.
CIMARRON WEALTH MANAGEMENT, INC. is a Montrose, Colorado based Financial Planning firm with nearly $204,620,144 assets under management, offering retirement planning & investment advisory services to 986 clients. The firm is staffed with 11 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 299627 |
| SEC# | 801-116955 |
| Assets Managed by Firm | $204,620,144 |
| No. of Clients | 986 |
| No. of Advisors | 11 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 986 | $204,620,144 |
| Individuals (other than high net worth individuals) | 386 | $93,078,396 |
| High net worth individuals | 45 | $96,149,829 |
| Pension and profit sharing plans | 7 | $14,181,273 |
| Charitable organizations | Fewer than 5 clients | $5,140 |
| Corporations or other businesses | 7 | $1,205,506 |
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