COLORADO DIVERSIFIED FINANCIAL

Overview

Colorado Diversified Financial operates as an independent, individually owned RIA structured as a limited liability company. The firm serves a small base of individual and family clients and combines advisory work—financial planning and portfolio management for individuals and small businesses—with insurance brokerage services. Investment activity leans toward equity exposure, but the firm’s business model blends fee-based advisory work with commissionable insurance and annuity solutions, which influences product selection and client recommendations. Colorado Diversified Financial is not an active ESG investor and does not present itself as a multi-state or pension consultant adviser. The firm manages client relationships on a largely non-discretionary basis, meaning many investment decisions are executed with client approval rather than through full portfolio discretion. That approach, together with the presence of commission-based revenue, suggests a mix of advisory mandates and transactional placement of insurance and annuity products alongside managed portfolios.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices