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Steven Lloyd Ellis

COLORADO CAPITAL MANAGEMENT, INC.·BOULDER, Colorado
Unclaimed Profile
4430 ARAPAHOE AVENUE, SUITE 120, BOULDER, CO 80303-1100CRD# 1706749Firm CRD# 114011
01

About

Steven Lloyd Ellis is a registered financial advisor based in BOULDER, Colorado, affiliated with COLORADO CAPITAL MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
COLORADO CAPITAL MANAGEMENT, INC.
COLORADO CAPITAL MANAGEMENT
AUM
$500M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at COLORADO CAPITAL MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Market timing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 1706749
Firm CRD# 114011
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Steven Lloyd Ellis offer?
Steven Lloyd Ellis specializes in Financial Planning, Investment Management. Contact their office in BOULDER, Colorado for a consultation.
What are Steven Lloyd Ellis's credentials?
Steven Lloyd Ellis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Steven Lloyd Ellis located?
Steven Lloyd Ellis is based in BOULDER, Colorado, working with COLORADO CAPITAL MANAGEMENT, INC.. Their office serves clients in the BOULDER metropolitan area and surrounding communities.
How does Steven Lloyd Ellis charge for services?
Steven Lloyd Ellis's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is COLORADO CAPITAL MANAGEMENT, INC.?
COLORADO CAPITAL MANAGEMENT, INC. has approximately 10 employees and manages $500M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Colorado
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City Guides
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Research
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