Colorado Financial Service Corporation

Overview

Colorado Financial Service Corporation is an SEC-registered corporate adviser that combines broker-dealer, insurance brokerage, and registered municipal advisor activities. The firm is set up to serve individual and family clients and functions as a capital allocator, directing client capital into third-party managers when appropriate. It offers a mix of fee arrangements — percentage of assets under management, hourly charges, and fixed fees — and provides financial planning, portfolio management for individuals and small businesses, and selection-of-advisers services. The firm has been SEC-registered since 2000 and also operates as an independent broker-dealer and investment bank.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices