Colorado Financial Management Llc
Boulder, Colorado
3.0
2 Reviews
Colorado Financial Management LLC, based in Boulder, CO, is a reputable investment advisory firm serving clients in the local community and beyond. With a total of 17 skilled professionals on their team, including 9 dedicated investment advisors, they possess the expertise and experience necessary to provide comprehensive financial management solutions. On average, each investment advisor oversees approximately $100,140,000 in assets under management, which aligns with the industry average. The firm's compensation structure is designed to reward performance and includes various types of remuneration, such as a percentage of asset...
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Assets Under Mgmt

$1.95B

Investment Professionals

9

Locations

2

% 401K & Individual

9%

% Discretionary

99%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
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