COLORADO FINANCIAL SERVICE CORPORATION

Overview

Colorado Financial Service Corporation is a corporate-structured investment and brokerage firm registered with the SEC since 2000. It operates as an independent broker-dealer and investment bank while also acting as an insurance broker and a registered municipal advisor. The firm serves individual and family clients and combines financial planning, portfolio management for individuals and small businesses, and selection of other advisers as its core advisory offerings. Its fee model includes percentage-of-AUM charges alongside hourly and fixed-fee arrangements. The firm identifies itself as a capital allocator and does not describe itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices