Colorado Financial Management

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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.



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Firm Information

Feature Value
Rank (United States) Top 10%
Advisors Directory View Directory
Avg Advisor Years Registered 13
Percentage of Advisors Trusted 64%
Minimum Investment $0
Average Client Balance $1,893,801
Total AUM $1.6 billion
Advisor / Client Ratio 1:83
Headquarters Boulder, CO
SEC Filings View SEC IAPD CRD #113216
State(s) Registered AZ, CA, CO, FL, MN, OK, TX

SEC data last verified 02/21/2020. For the most up-to-date information, please view the applicable SEC and FINRA reports above. By visiting these sites, you are subject to their terms of use (IAPD, BrokerCheck). Any data inaccuracies, please contact our team. All requests for updated information should also be reported directly to the SEC and/or FINRA.