Colmina, LLC

Overview

Colmina, LLC is an independent, individual-owned limited liability company that provides financial planning and portfolio management services to individuals, families and select institutional clients. The firm charges a mix of fees — percentage of assets under management, hourly fees and fixed fees — and reports a client focus that includes both individual/family wealth and institutional relationships. Colmina describes itself as an active ESG investor and lists financial planning alongside portfolio management for individuals and small businesses as primary advisory activities. Colmina is state-registered in Arizona, Colorado, Idaho, Nevada and Washington and operates as an independent registered investment adviser at the RIA level. The firm does not position itself as a capital allocator; instead it uses third-party vehicles and public funds as part of client portfolios.

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Investments & Alternatives

Location & Offices