Boulder Asset Management
Firm details
- Headquarters
- Englewood, Colorado
- CRD number
- 107636
- Registered since
- June 21, 1991
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Boulder Asset Management is an independent, individually owned registered investment adviser that focuses on portfolio management for individuals and small businesses. The firm is SEC-registered and has been registered since 1991. Its client mix is concentrated on individual and family relationships, and it charges clients using both a percentage-of-assets fee schedule and fixed fees. The firm does not present itself as an ESG investor, is not structured as a multi-state adviser, and does not operate as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities89%
- Investment Grade Corp Bonds7%
- Cash & Cash Equivalents3%
- State & Local Bonds1%
Contacts
2 of 2Richard Stark
Senior Portfolio ManagerCRD 4368264
Jane Stark
OwnerCRD 6488849
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Englewood, CO
Arapahoe
Location
Englewood, CO
Headquartered in Englewood, CO, anchoring the Denver-Aurora, CO metro in the West.
- Metro area
- Denver-Aurora, CO
- Region
- West
- County
- Arapahoe
- Address
- 9785 Maroon Cir
- Time zone
- MT (UTC-7)
- Office locations
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