COLORADO CAPITAL MANAGEMENT, INC.

COLORADO CAPITAL MANAGEMENT
BOULDER, Colorado·7 registered advisors·CRD# 114011
SEC# 801-608680303-444-9300
01

Firm Overview

AUM
$500M
Regulatory assets under management
Employees
10
Total firm employees
Advisors
7
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Market timing services
Compensation
Percentage of AUM
Hourly charges
03

Specialties

Financial PlanningInvestment Management
04

Advisors at COLORADO CAPITAL MANAGEMENT, INC.

7 registered advisors
Andrew Keith Gilson
BOULDER, Colorado
Erica Nicole Loughrey
BOULDER, Colorado
Jason Gregary Black
BOULDER, Colorado
Lee Michael Strongwater
BOULDER, Colorado
Max Brandon Pulitzer
BOULDER, Colorado
Randall L. Kryszak
BOULDER, Colorado
Steven Lloyd Ellis
BOULDER, Colorado
05

Office Locations

BOULDER, Colorado
7 advisors

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Data sourced from SEC Form ADV filings. COLORADO CAPITAL MANAGEMENT, INC. (CRD# 114011) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.