Advisors near Boulder, Colorado
Showing 1 - 6 of 51 results
NILSINE PARTNERS, LLC
Greenwood Village, Colorado
Nilsine Partners, LLC, a reputable investment advisory firm located in Greenwood Village, CO, specializes in offering comprehensive financial solutions. With a dedicated team of 12 employees, including seven skilled investment advisors, the firm provides expert guidance to clients seeking to maximize their investment portfolios. Backed by a profound understanding of the market and extensive experience in the industry, Nilsine Partners, LLC is known for its exceptional track record.
At Nilsine Partners, LLC, the average assets under management per investment advisor amount to an impressive $149,870,000, surpassing the industry average. The firm's compensation structure is designed to align the interests of the advisors and their clients. It incorporates various fee types, such as a percentage of assets under management and fixed fees, ensuring a fair and transparent relationship.
With discretion over 79% of the assets they manage, Nilsine Partners, LLC caters to a clientele consisting mainly of high net worth individuals. Currently, the firm oversees a substantial portfolio of over $1,049,117,000 in assets under management, serving more than 120 individual clients. The exceptional service provided by the team has cultivated long-standing relationships with clients who trust Nilsine Partners, LLC to safeguard and grow their wealth.
Notably, Nilsine Partners, LLC takes pride in its team of seasoned advisors. Among them are Joshua Deloach, Teresa Friess, and Aaron Seeman, whose tenure speaks volumes about their expertise and dedication to clients' financial success. Their commitment to personalized strategies and a deep understanding of market dynamics sets Nilsine Partners, LLC apart in the competitive investment advisory landscape.
STORDAHL CAPITAL MANAGEMENT, INC.
Greenwood Village, Colorado
Stordahl Capital Management, Inc., a small investment advisory firm based out of Greenwood Village, CO, is dedicated to providing comprehensive financial solutions to their clients. With a team of 7 skilled professionals, including 4 investment advisors, they offer expert guidance and personalized strategies to help clients achieve their financial goals.
The firm boasts an impressive average of approximately $22,220,000 in assets under management per investment advisor, showcasing their ability to effectively handle substantial portfolios. Their compensation structure is diverse, incorporating various methods such as a percentage of assets under management, hourly charges, and fixed fees, ensuring flexibility and transparency for their clients.
With over 110 individual clients and assets under management exceeding $437,426,000, Stordahl Capital Management, Inc. has earned a reputation for managing substantial wealth. While a majority of their assets are dedicated to high net worth individuals, they also possess the capability to effectively manage employer funds, although 401K and individual accounts represent less than 30% of their assets under management.
The firm takes pride in its discretionary approach, with 97% of the assets they manage falling under this category. This enables them to make strategic investment decisions on behalf of their clients, providing them with peace of mind and allowing them to focus on other aspects of their lives.
Stordahl Capital Management, Inc. operates from a single office and boasts a team of experienced advisors, including Joan Koss, Matthew Knuth, and William Stordahl, who have been with the firm for a considerable period. Their dedication, combined with their expertise, ensures that clients receive top-notch financial guidance and exceptional service.
MAIA WEALTH
Denver, Colorado
Maia Wealth, a reputable local investment advisory firm headquartered in Denver, CO, is committed to providing comprehensive financial solutions for their clients. With a team of 29 talented professionals, including 22 dedicated investment advisors, they offer a wealth of expertise and experience. Their impressive average of approximately $1,858,300,000 in assets under management per investment advisor far surpasses industry standards.
At Maia Wealth, their compensation structure caters to diverse client needs and preferences. They offer various options, such as a percentage of assets under management, hourly charges, and fixed fees, ensuring transparency and flexibility.
With over 610 individual clients and more than $213,542,000 in assets under management, Maia Wealth predominantly serves high-net-worth individuals. While their focus lies in managing discretionary assets, which account for a remarkable 96% of their portfolio, they also possess the capability to handle employer funds, although 401K and individual accounts comprise less than 30% of their assets.
Operating from eight strategically located offices, Maia Wealth maintains strong connections within the Denver community. They take pride in their long-tenured advisors, such as Desmond Dimond, Zachary Schiffer, and David Owens, who contribute a wealth of knowledge and expertise to the firm.
As a trusted partner for wealth management, Maia Wealth continues to strive for excellence, delivering personalized solutions and superior investment advisory services to help their clients achieve their financial goals.
NOBLE WEALTH MANAGEMENT P.B.C.
Greenwood Village, Colorado
Noble Wealth Management P.B.C. is a well-established investment advisory firm located in Greenwood Village, CO. With its main office in this vibrant city, the company serves a diverse range of clients seeking expert financial guidance. With a total of five dedicated employees, Noble Wealth Management P.B.C. prides itself on offering personalized and comprehensive investment advisory services.
The firm's team of four experienced advisors specializes in managing assets, providing clients with expert guidance on investment strategies. With an average of $60,210,000 in assets under management per investment advisor, Noble Wealth Management P.B.C. maintains an industry-average position. They employ various compensation structures, including a percentage of assets under management and fixed fees, ensuring their interests align with their clients' success.
Noble Wealth Management P.B.C. focuses on discretionary asset management, with an impressive 99% of the assets they oversee falling under this category. They primarily cater to high net worth individuals, who entrust the firm with over $240,848,000 in assets under management across 40 individual clients. This substantial portfolio reflects the firm's commitment to building long-term relationships based on trust, transparency, and reliable financial advice.
Christopher Rhyme, Mark Asaro, and Daniel Newman are among the esteemed advisors who have been with Noble Wealth Management P.B.C. for an extensive period. Their unwavering dedication and expertise contribute to the firm's success and solidify its reputation as a trusted partner in wealth management.
Noble Wealth Management P.B.C. continues to serve its clients with integrity and a commitment to achieving their financial goals. With their extensive knowledge and experience, the firm remains at the forefront of the investment advisory industry, delivering tailored solutions to meet each client's unique needs.
GALLACHER CAPITAL MANAGEMENT, LLC
Lone Tree, Colorado
Gallacher Capital Management, LLC is a local investment advisory firm based out of Lone Tree, CO. With four offices, they serve a diverse client base with a focus on personalized financial planning and investment strategies. With a team of 13 professionals, including 9 dedicated investment advisors, they provide expert guidance and advice to their clients.
The firm manages an average of approximately $46,940,000 in assets per investment advisor, which falls within the industry average. Their compensation structure encompasses various types, such as a percentage of assets under management, fixed fees, and performance-based fees. While employer funds constitute a significant portion of their managed assets, comprising over 70%, they also have the capability to manage 401K and individual accounts.
In addition to their investment advisory services, Gallacher Capital Management, LLC offers insurance brokerage services, ensuring comprehensive coverage for their clients. They take a discretionary approach to managing approximately 90% of the assets they oversee, providing flexibility and adaptability to market changes.
The firm boasts an extensive client roster, catering to over 380 individuals, and effectively managing over $422,441,000 in assets. The team at Gallacher Capital Management, LLC is comprised of seasoned professionals, including John Gillespie, Michael Bosen, and Kevin Gallacher, who have demonstrated long-standing commitment to their clients and the firm's success. With their wealth of expertise and dedication, Gallacher Capital Management, LLC is committed to helping clients achieve their financial goals and secure their financial future.
TIFIN GIVE
Boulder, Colorado
Tifin Give is a highly respected investment advisory firm based in Boulder, CO. With two office locations, the firm is dedicated to providing comprehensive financial solutions to its clients. While the exact number of individual clients is unknown, Tifin Give manages over $1,753,000 in assets, reflecting their commitment to helping clients achieve their financial goals.
Specializing in employer 401Ks and individual accounts, Tifin Give manages over 80% of their assets under management in these areas. This expertise positions them as highly qualified to manage 401K plans for employers and employees alike, ensuring effective and tailored investment strategies.
The firm exercises full discretion over 100% of the assets they manage, granting them the authority to make informed investment decisions on behalf of their clients. Their compensation structure includes fixed fees, providing transparency and alignment in their client relationships.
With a team of 13 employees, a small percentage of whom provide investment advisory services, Tifin Give maintains an average of approximately $1,750,000 in assets under management per investment advisor. This figure reflects the firm's dedication to offering personalized attention and customized financial solutions to their clients.
Tifin Give operates with a client-centric approach, focusing on their clients' unique financial needs and goals. While specific details about the firm's history and advisors are unknown, their commitment to managing assets and delivering exceptional service establishes them as a reputable investment advisory firm in the Boulder, CO area.
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