Boulder Investment Group

RIASEC RegisteredEst. 2017

Total AUM

$72.1M

Discretionary

$72.1M

100% of AUM

Avg account

$232K

Accounts

311

Employees

3

Advisory reps

1

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

FINTRX

Overview

Boulder Investment Group is a limited liability company that registered with the SEC in 2017 and operates as an owner-run advisory firm serving individual and family clients. The firm provides portfolio management for individuals and small businesses and charges a percentage-of-assets fee. It reports no active ESG investing program, is not a multi-state adviser, and does not present itself as a capital allocator or pension consultant.

Assets & Accounts

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client 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

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

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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