Cedric
Lafontant
Colorado Capital Management
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About this Advisor
Cedric Lafontant is a financial advisor based in Boulder, Colorado, working with Colorado Capital Management. Cedric has previously held positions at Indian Trail Club, Student, and Colorado Capital Management Inc. Cedric has passed the Series 65 regulatory exam and is registered to provide services in Colorado. Currently, Cedric is part of Colorado Capital Management, which operates out of Boulder, Colorado. The firm has 10 employees and manages assets totaling $499.9 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and publication of newsletters. The fee structure at Colorado Capital Management includes asset-based and hourly fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Colorado Capital Management Brokerage Details
$499,859,455
10
1,077
$464,122
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Publication of periodicals or newsletters
Cedric Lafontant Work History
Colorado Capital Management Inc
Indian Trail Club
Student
Disclosures
Please visit the SEC profile of Cedric Lafontant to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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