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COLORADO FINANCIAL SERVICE CORPORATION
CRD 104343 · SEC 801-76716
188 INVERNESS DRIVE WEST, STE 100, CENTENNIAL, CO, 80112, United States
Phone
866-903-6760
Fax
303-339-9875
Registration
— (—)
Source
State registered
Total AUM
$84.1M
Discretionary AUM
$84.1M
Team
38 total employees; 16 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-06-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 188 | $84.1M |
All web addresses on file
Official SEC filing: View on IAPD