Lee
Strongwater
Colorado Capital Management
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About this Advisor
Lee Strongwater is a financial advisor working out of Boulder, Colorado with 13 years of relevant experience. Strongwater is an employee of Colorado Capital Management. During their career, the advisor has held roles at Strongwater Schott, LTD and Colorado Capital Management, Inc. Strongwater has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to work in Colorado. Colorado Capital Management is a registered investment firm that has its headquarters in Boulder, CO. It oversees $440 million in assets among its 859 client accounts, making it one of the larger financial advisory firms in the United States by assets under management. The firm serves six charities and foundations. Of its 859 customer accounts, 44% belong to high-net-worth individuals who have at least $1 million in assets. Colorado Capital Management has a wide range of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and publication of newsletters. Fees for financial management usually vary depending on which services the firm provides the client. 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
Lee Strongwater Work History
Lee has been registered as a financial advisor for 13 years.*
Colorado Capital Management, Inc
Strongwater Schott, LTD
*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 Lee Strongwater 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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