Boulder Asset Management
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Overview
Boulder Asset Management operates as a financial advisory firm located in Englewood, Colorado. The company oversees $370.2 million in assets throughout 228 accounts, making it one of the larger financial advisory firms in the country by assets under management (AUM). It has a small team, including 2 financial advisors. Boulder Asset Management is not a registered broker-dealer, meaning the firm is not able to buy and sell securities for its own accounts as well as its clients' and instead is required to go through a broker-dealer firm to do so. Securities are defined as tradable fiscal investments such as bonds, options and equities.
Boulder Asset Management administers all of the firm's accounts in a discretionary manner. Discretionary management signifies that a portfolio manager makes transaction judgments without requiring the customer's permission. The company's average account size is $1.6 million. The average financial advisor at Boulder Asset Management manages around 114 client accounts.
Boulder Asset Management's headquarters is located at 9785 Maroon Circle, Englewood, Colorado 80112. The firm is legally permitted to serve clients across 4 states, including Colorado, Florida, Oklahoma and Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Boulder Asset Management by the Numbers
$370.2 million
4
228
$1.6 million
Fee Structure
Financial advisory fees depend on which services the firm provides the client. However, fee types charged by the company may include the following fee structures: asset-based or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the company.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 32% of firms
Fixed
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 26% of firms that offer this fee type
Performance-based
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
It provides services to high net worth investors. Out of its 228 accounts, Boulder Asset Management's biggest client type is high net worth investors, although it also caters to 68 high-net-worth individuals. A high-net-worth individual is defined by the SEC as an investor who has at least $750,000 under management or a net worth of at least $1.50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the company's customers are non-U.S. persons.
- High-Net-Worth Individuals* - 100%
- Other Individuals - 0%
- Corporations - 0%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Boulder Asset Management does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Boulder Asset Management
Englewood, CO
Englewood, CO
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