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COLORADO FINANCIAL MANAGEMENT LLC

BOULDER, CO · CRD 113216 · IAPD ↗ · colofinancial.com · 303-443-2433

$1.95BRegulatory AUM
9Advisory reps
17Employees
0Clients
101-250Planning clients
0Private funds
15States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
April 2024 — COLORADO FINANCIAL MANAGEMENT LLC (BOULDER, CO) left the SEC roster (was $1.95B RAUM, 9 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.