COLORADO FINANCIAL MANAGEMENT INC
CRD #110845 SEC #801-39481 JOHNSTOWN, CO 970-613-1392
SEC Registered
Total AUM
$186M
Discretionary
$186M
Employees
1
Clients
101
Accounts
550
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2015 | $253.4M | $253.4M | $0 | 5 | 200 |
| May 2014 | $240M | $240M | $0 | 6 | 200 |
| Mar 2014 | $240M | $240M | $0 | 6 | 200 |
| Jan 2014 | $240M | $240M | $0 | 6 | 200 |
| Feb 2013 | $215M | $215M | $0 | 5 | 200 |
| Sep 2012 | $186M | $186M | $0 | 1 | 200 |
| Feb 2012 | $186M | $186M | $0 | 1 | 200 |
| Mar 2011 | $190M | $190M | $0 | 5 | -- |
| Mar 2011 | $190M | $190M | $0 | 5 | -- |
| Mar 2010 | $156M | $156M | $0 | 5 | -- |
| Apr 2009 | $113M | $113M | $0 | 5 | -- |
| Jan 2008 | $158M | $158M | $0 | 10 | -- |
| Nov 2007 | $138M | $138M | $0 | 10 | -- |
| Mar 2007 | $138M | $138M | $0 | 10 | -- |
| Feb 2007 | $130M | $130M | $0 | 10 | -- |
| Mar 2006 | $85M | $85M | $0 | 5 | -- |
| Sep 2005 | $64M | $64M | $0 | 5 | -- |
| Jun 2005 | $64M | $64M | $0 | 5 | -- |
| Sep 2004 | $64M | $64M | $0 | 5 | -- |
| Nov 2003 | $54.9M | $54.9M | $0 | 5 | -- |
| Mar 2002 | $47.9M | $47.9M | $0 | 5 | -- |
| Sep 2001 | $47.9M | $47.9M | $0 | 5 | -- |
DateJan 2015
Total AUM$253.4M
Discretionary$253.4M
Non-Disc.$0
Employees5
Clients200
DateMay 2014
Total AUM$240M
Discretionary$240M
Non-Disc.$0
Employees6
Clients200
DateMar 2014
Total AUM$240M
Discretionary$240M
Non-Disc.$0
Employees6
Clients200
DateJan 2014
Total AUM$240M
Discretionary$240M
Non-Disc.$0
Employees6
Clients200
DateFeb 2013
Total AUM$215M
Discretionary$215M
Non-Disc.$0
Employees5
Clients200
DateSep 2012
Total AUM$186M
Discretionary$186M
Non-Disc.$0
Employees1
Clients200
DateFeb 2012
Total AUM$186M
Discretionary$186M
Non-Disc.$0
Employees1
Clients200
DateMar 2011
Total AUM$190M
Discretionary$190M
Non-Disc.$0
Employees5
Clients--
DateMar 2011
Total AUM$190M
Discretionary$190M
Non-Disc.$0
Employees5
Clients--
DateMar 2010
Total AUM$156M
Discretionary$156M
Non-Disc.$0
Employees5
Clients--
DateApr 2009
Total AUM$113M
Discretionary$113M
Non-Disc.$0
Employees5
Clients--
DateJan 2008
Total AUM$158M
Discretionary$158M
Non-Disc.$0
Employees10
Clients--
DateNov 2007
Total AUM$138M
Discretionary$138M
Non-Disc.$0
Employees10
Clients--
DateMar 2007
Total AUM$138M
Discretionary$138M
Non-Disc.$0
Employees10
Clients--
DateFeb 2007
Total AUM$130M
Discretionary$130M
Non-Disc.$0
Employees10
Clients--
DateMar 2006
Total AUM$85M
Discretionary$85M
Non-Disc.$0
Employees5
Clients--
DateSep 2005
Total AUM$64M
Discretionary$64M
Non-Disc.$0
Employees5
Clients--
DateJun 2005
Total AUM$64M
Discretionary$64M
Non-Disc.$0
Employees5
Clients--
DateSep 2004
Total AUM$64M
Discretionary$64M
Non-Disc.$0
Employees5
Clients--
DateNov 2003
Total AUM$54.9M
Discretionary$54.9M
Non-Disc.$0
Employees5
Clients--
DateMar 2002
Total AUM$47.9M
Discretionary$47.9M
Non-Disc.$0
Employees5
Clients--
DateSep 2001
Total AUM$47.9M
Discretionary$47.9M
Non-Disc.$0
Employees5
Clients--