Joshua
Miller
Colorado Financial Management LLC
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About this Advisor
Joshua Miller is a certified financial planner operating in Johnstown, Colorado who has 7 years of relevant experience. Miller is an employee of Colorado Financial Management LLC. Miller has gained experience at Colorado Financial Management, Inc and Colorado Financial Management LLC. Miller holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to serve investors in Colorado and Texas. Colorado Financial Management LLC is a company operating out of Boulder, CO. It has offices in two locations and a total of 17 people on staff. It oversees $2 billion in assets under management among its 2,985 client accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm advises 19 charities and foundations. Of its 2,985 customer accounts, 47% are held by high-net-worth clients who have at least $1 million in investable assets. The advisory firm has a set of services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Financial management fees usually vary depending on the financial services provided. However, fee types charged by Colorado Financial Management LLC likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Colorado Financial Management LLC Brokerage Details
$1,951,918,249
17
2,985
$653,909
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Joshua Miller Work History
Joshua has been registered as a financial advisor for 7 years.*
Colorado Financial Management LLC
Colorado Financial 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 Joshua Miller 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 Financial Management LLC
Boulder, CO
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Boulder, CO
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.