Mathias
Silberstein
Colorado Financial Management LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Mathias Silberstein is a financial advisor operating out of Boulder, Colorado. Silberstein is on the advisory team at Colorado Financial Management LLC. During their career, the advisor has held roles at Cetera Investment Services LLC, Anb Bank, West Middle School / Binghamton High School, Red Rocks Community, Denver Community College and Colorado Financial Management. Silberstein maintains a Series 65 license, qualifying them as an investment advisor representative, and is able to work in Colorado. Colorado Financial Management LLC is a registered investment firm that has its headquarters in Boulder, CO. The firm has offices in two locations and a total of 17 people on staff. It has $2 billion in assets across its 2,985 client accounts, placing it among the biggest firms in the country by assets under management. The firm serves 19 charities and foundations. Of its 2,985 accounts, 47% are associated with high-net-worth investors who have more than $1 million in assets available to invest. The company offers a few services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. A financial advisor's fee schedules are based on which services are offered. However, fees billed by Colorado Financial Management LLC most likely consist of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
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
Mathias Silberstein Work History
Mathias has been registered as a financial advisor for 0 years.*
Colorado Financial Management
Cetera Investment Services LLC
Anb Bank
Red Rocks Community
Denver Community College
West Middle School / Binghamton High School
*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 Mathias Silberstein 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
Seattle, WA
Boulder, CO
Boulder, CO
Boulder, CO
Boulder, CO
Boulder, CO
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
