Boulder Investment Group
Firm details
- Headquarters
- Overland Park, Kansas
- CRD number
- 147809
- Registered since
- July 3, 2017
- Website
- www.boulderkc.com
- Custodians
- LPL FINANCIAL LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI69.47%
- Individuals29.39%
- Charitable Organizations1.13%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Boulder Investment Group is an individually owned limited liability company that provides fee-based portfolio management primarily to individuals and families. Its advisory focus is portfolio management for individuals and small businesses, and its fees are charged as a percentage of assets under management. The firm reports state registrations in Arizona, Kansas and Missouri and does not position itself as an ESG-focused or pension-consulting advisor.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds54%
- Exchange Traded Equities41%
- Cash & Cash Equivalents4%
- Investment Grade Corp Bonds1%
Contacts
1 of 1
Paul Wiederholt
Founder and Managing PartnerCRD 2767140
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Overland Park, KS
Johnson
Location
Overland Park, KS
Headquartered in Overland Park, KS, anchoring the Kansas City-Overland Park-Kansas City, MO-KS metro in the Midwest.
- Metro area
- Kansas City-Overland Park-Kansas City, MO-KS
- Region
- Midwest
- County
- Johnson
- Address
- 7400 W 132nd St
- Time zone
- CT (UTC-6)
- Office locations
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