Colorado Financial Management

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Trust Score 98%
Trust Score  info_outline

Colorado Financial Management, federally registered in 1999, is a Registered Investment Advisor (RIA) in 7 state(s) with a licensed staff of 10 advisors. Colorado Financial Management manages $1.6 billion and provides investment advisory services for 829 clients (1:83 advisor/client ratio). This firm does not have a disciplinary history.

Last updated: November 11th, 2019. Data source: SEC filings.


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Firm Information

Feature Value
Rank (United States) Top 1%
Advisors Directory View Directory
Top Advisor Meagan D'angelo
Avg Advisor Trust Score 98
Avg Advisor Years Registered 7
Minimum Investment $0
Average Client Balance $1,893,801
Total AUM $1.6 billion
Advisor / Client Ratio 1:83
Headquarters Boulder, CO
SEC Filings Forms and Brochures    (CRD # 113216)
State(s) Registered AZ, CA, CO, FL, MN, OK, TX

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