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COLORADO FINANCIAL MANAGEMENT INC
COLORADO FINANCIAL MANAGEMENT INC
JOHNSTOWN, Colorado
·
1 registered advisor
·
CRD# 110845
SEC# 801-39481
970-613-1392
01
Firm Overview
AUM
$253M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at COLORADO FINANCIAL MANAGEMENT INC
1 registered advisor
Gary Dale Premer
LOVELAND, Colorado
CRD# 1100421
05
Office Locations
LOVELAND, Colorado
1 advisor
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Data sourced from SEC Form ADV filings. COLORADO FINANCIAL MANAGEMENT INC (CRD# 110845) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.