Colorado Financial Management Review


Trust Score 96%
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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
Minimum Investment $0
Avg Account Balance $1,893,801
Hybrid Advisor No
Disciplinary History No
Total AUM $1.6 billion
Advisor / Client Ratio 1:83
Headquarters Boulder, CO
SEC Filings Forms and Brochures
State(s) Registered AZ, CA, CO, FL, MN, OK, TX


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