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Last updated: February 18th, 2020. Data source: SEC filings.
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.
|Rank (United States)||Top 10%|
|Advisors Directory||View Directory|
|Avg Advisor Years Registered||13|
|Percentage of Advisors Trusted||64%|
|Average Client Balance||$1,893,801|
|Total AUM||$1.6 billion|
|Advisor / Client Ratio||1:83|
|SEC Filings||View SEC IAPD CRD #113216|
|State(s) Registered||AZ, CA, CO, FL, MN, OK, TX|