Andrew
Gilson
Colorado Capital Management
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About this Advisor
Andrew Gilson is a financial advisor working in Boulder, Colorado who has 16 years of industry experience. Gilson is on the advisory team at Colorado Capital Management. They have spent their complete career at Colorado Capital Management. Gilson maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to operate in Colorado. Colorado Capital Management is a registered investment firm that has its headquarters in Boulder, CO. It administers $440 million in total assets between its 859 client accounts, making it one of the larger investment advisory firms in the country by assets under management. The firm serves six charities and foundations. Of its 859 accounts, 44% belong to high-net-worth investors who have more than $1 million in assets. Colorado Capital Management has a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and publication of newsletters. Financial management fees typically vary depending on which services are provided. However, fees billed by Colorado Capital Management can consist of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Colorado Capital Management Brokerage Details
$439,959,198
9
859
$512,176
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Publication of periodicals or newsletters
Andrew Gilson Work History
Andrew has been registered as a financial advisor for 16 years.*
Colorado Capital Management, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Andrew Gilson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Colorado Capital Management
Boulder, CO
Boulder, CO
Boulder, CO
Boulder, CO
Boulder, CO
Boulder, CO
Boulder, CO
Boulder, CO
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