Be advised. This firm is no longer registered.

Colorado Financial Management LLC

Colorado Financial Management LLC (CRD# 113216) is a financial advisory firm headquartered in Boulder, CO. They manage $1,951,918,249 in 2,985 accounts and serve the financial needs of clients across 15 states (or territories).

Current Firm Details
4840 Pearl East Circle, Suite 300e, Boulder, CO 80301
https://www.colofinancial.com
By the Numbers
  • Total Assets Under Management
    1,952
    MILLION
  • Total Number of Accounts
    2,985
    ACCOUNTS
  • Average Account Value
    $653,909
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, GA, MN, MT, NC, NM, OK, OR, TN, TX, VA, WA

Financial Advisors at Colorado Financial Management LLC
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals