|
⚲
|
| Colorado Capital Management Inc
✚
|
|
|---|---|
| CRD # | 114011 |
| SEC # | 801-60868 |
| CIK # | 0001664147 |
| AUM | $440.0 MM (2023-02-15) |
| Employees | 9 (100% Investors, 0% Brokers) |
| Phone | 303-444-9300 |
| Address | 4430 Arapahoe Avenue, Suite 120 Boulder, CO 80303-1100 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 0.0 | |
| HASI | 3,315.6 | 0.0 | |
| TSLA | 723,390.3 | 0.0 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 116 | 60.3 |
| (b) Individuals (high net worth individuals) | 96 | 374.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 6 | 5.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 859 | 440.0 |
| By Discretionary | ||
| Discretionary | 812 | 386.4 |
| Non-Discretionary | 47 | 53.6 |
| Total | 859 | 440.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 440.0 | |
| Total | 859 | 440.0 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0001664147] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
CJ Partners LLC
✚
|
WA | 0.4 |
|
DB Fitzpatrick & Co Inc
✚
|
ID | 0.4 |
|
KDP Asset Management Inc
✚
|
VT | 0.4 |
|
Dara Capital US Inc
✚
|
FL | 0.4 |
|
New England Capital Financial Advisors LLC
✚
|
CT | 0.4 |
|
Valtinson Bruner Financial Planning LLC
✚
|
MN | 0.4 |
|
RDA Financial Network Inc
✚
|
IA | 0.4 |
|
The Retirement Group LLC
✚
|
CA | 0.4 |
|
Materetsky Financial Group Inc
✚
|
FL | 0.4 |
|
Kutscher Benner Barsness & Stevens Inc
✚
|
WA | 0.4 |