Investment adviser · CRD 110845

COLORADO FINANCIAL MANAGEMENT INC

Investment adviser filing (IA)

JOHNSTOWN, CO, United States · Form ADV filed Jan 27, 2015

Regulatory AUM
$253M
Form ADV · Item 5.F
Client accounts
611
Accounts, not individual clients
Employees
5
Reported in this filing
Advisory professionals
2
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Jan 27, 2015. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Educational seminars

Compensation

Percentage of assets · Hourly

Principal office

4848 THOMPSON PARKWAY, SUITE #320
JOHNSTOWN, CO, 80534, United States

CRD 110845

Filing source

Form ADV 869991 · Jan 27, 2015 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.