Melissa
Starr

Corundum Group, Inc

CRD#6935003
Investment Advisor
in Colorado Springs, CO

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About this Advisor

Melissa Starr is a financial advisor who works in Colorado Springs, Colorado who has 1 year of relevant experience. Starr is currently employed by Corundum Group, Inc. Throughout their career, Starr has worked at Bnw Contracting, Accelerated Wealth, Accelerated Wealth Advisors, LLC, Independent Contractor, Skies Unlimited, Maj Properties, Aw Holdings and Corundum Group, Inc. Starr has a Series 65 license, designating them as an investment advisor representative, and is able to advise clients in Colorado. Corundum Group, Inc is a firm based in Colorado Springs, CO. It has a total of 13 financial advisors. It controls $1 billion in assets under management across its 531 customer accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm provides services to nine charities and foundations. Of its 531 accounts, 41% are associated with high-net-worth clients who have at least $1 million in assets available to invest. Corundum Group, Inc provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and selection of other advisers. Financial management fees usually vary depending on which service is provided. However, fee types billed by Corundum Group, Inc can be comprised of asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 65

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees

Office Location

1 South Nevada Suite 200
Colorado Springs, CO 80903

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Corundum Group, Inc Brokerage Details

Total Assets Under Management

$1,298,984,013

CO Average: $2,349,664,866
Total Number of Employees

13

CO Average: 28
Total Number of Accounts

531

CO Average: 1,101
Average Account Size

$2,446,298

CO Average: $2,134,119

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Selection of other advisers

Melissa Starr Work History

Melissa has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Corundum Group, Inc

2018 - 2022 (4 years)

Bnw Contracting

2018 - 2022 (4 years)

Maj Properties

2018 - 2022 (4 years)

Aw Holdings

2018 - 2022 (4 years)

Accelerated Wealth Advisors, LLC

2015 - 2018 (3 years)

Bnw Contracting

2015 - 2018 (3 years)

Accelerated Wealth

2015 - 2018 (3 years)

Accelerated Wealth Advisors, LLC

2015 - 2016 (1 year)

Accelerated Wealth Advisors, LLC

2014 - 2015 (1 year)

Independent Contractor

2013 - 2013 (< 1 year)

Skies Unlimited

*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 Melissa Starr 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 Corundum Group, Inc

Courtney Mimmo
Colorado Springs, CO
Jill Johnson
Colorado Springs, CO
Melissa Starr
Colorado Springs, CO
Michael Miller
Denver, CO
Justin Leveille
Colorado Springs, CO
Ronald Johnson
Colorado Springs, 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.

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