BOULDER INVESTMENT GROUP

Overview

Boulder Investment Group is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm registered with the SEC in 2017 and manages portfolios on a fee basis (percentage of assets under management). Its core advisory services are financial planning and discretionary portfolio management for individuals and small businesses. The firm reports serving individual and family clients and does not identify itself as a multi-state adviser, active ESG investor, pension consultant, or capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices