Investment adviser · CRD 169893

COLORADO WESTERN FINANCIAL

Investment adviser filing (IA)

CHEYENNE, WY, United States · Form ADV filed May 17, 2016

Regulatory AUM
$25.2M
Form ADV · Item 5.F
Client accounts
28
Accounts, not individual clients
Employees
3
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: May 17, 2016. View historical filings

Reported services

Financial planning · Individual portfolio management · Pooled investment vehicle management · Business portfolio management · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed

Principal office

109 EAST 17TH ST., SUITE 4520
CHEYENNE, WY, 82001, United States

CRD 169893

Filing source

Form ADV 1017908 · May 17, 2016 · 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.