Colorado Capital Management Inc. (CCM) is a Boulder based wealth advisor providing independent fee-only financial planning and portfolio management for high net worth investors. CCM was founded in 2000 and provides additional expertise and access to impact/socially focused investment opportunities, both in the private and public sector. CCM is a Certified B Corp, having met the rigorous standards of social and environmental performance, accountability and transparency. DISCLAIMER: The information contained on this site is for informational purposes and should not be considered a recommendation or investment advice. This profile should not be considered a solicitation of services. Links to websites and other resources operated by third parties are provided solely as a convenience and there can be no assurance as to the accuracy or completeness of the information. I am not responsible for any third party content, services, products or information. NOTICE: As a SEC registered investment advisory firm, CCM is restricted from using any form of testimonial relating to our investment advisory services. We appreciate your acknowledgements, but LinkedIn recommendations/endorsements are viewed as a testimonial by the SEC so we ask that you do not provide any recommendations or endorsements.
View Top Employees from Colorado Capital ManagementWebsite | http://www.coloradocap.com |
Revenue | $10 million |
Employees | 11 (11 on RocketReach) |
Founded | 2000 |
Address | 4430 Arapahoe Avenue Suite 120, Boulder, Colorado 80303, US |
Phone | (303) 444-9300 |
Fax | (303) 444-2027 |
Industry | Investment Management, Finance General, Portfolio Management, Finance, Financial Planning, Fee Only Wealth Management, Retirement Planning |
Web Rank | 10 Million |
Keywords | Jack Bogle Enough Pdf, Colorado Capital Ria, Etfs Safer Than Mutual Funds, Enough John Bogle Pdf, John Bogle Books Pdf |
Competitors | Chatham Asset Management, Constant Guidance Financial, Covenant Wealth Advisors, Pillar Wealth Management, Sierra Pacific Financial Advisors, LLC |
SIC | SIC Code 621 Companies, SIC Code 62 Companies |
NAICS | NAICS Code 523120 Companies, NAICS Code 52312 Companies, NAICS Code 523 Companies, NAICS Code 5231 Companies, NAICS Code 52 Companies |
Looking for a particular Colorado Capital Management employee's phone or email?
The Colorado Capital Management annual revenue was $10 million in 2024.
Steven Ellis is the President and Founder of Colorado Capital Management.
11 people are employed at Colorado Capital Management.
Colorado Capital Management is based in Boulder, Colorado.
The NAICS codes for Colorado Capital Management are [523120, 52312, 523, 5231, 52].
The SIC codes for Colorado Capital Management are [621, 62].