Colorado Capital Management
Investment Management • 
Boulder, Colorado, United States • 11-20 Employees
Company overview
| Headquarters | 4430 Arapahoe Avenue, Suite 120, Boulder, Colorado 80303, US |
| Phone number | +13034449300 |
| Website | |
| NAICS | 5231 |
| SIC | 621 |
| Keywords | Retirement Planning, Portfolio Management, Financial Planning, Fee Only Wealth Management |
| Founded | 2000 |
| Employees | 11-20 |
| Socials |
Key Contact at Colorado Capital Management
Steven Ellis
Founder And Managing Director
Colorado Capital Management Email Formats
Colorado Capital Management uses 2 email formats. The most common is {first initial} (e.g., j@coloradocap.com), used 62.5% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@coloradocap.com | 62.5% |
{first name} | john@coloradocap.com | 37.5% |
About Colorado Capital Management
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.
Colorado Capital Management revenue & valuation
| Annual revenue | $7,183,167 |
| Revenue per employee | $553,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $23,000,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Colorado Capital Management has 5 employees across 3 departments.
Departments
Number of employees
Funding Data
Colorado Capital Management has never raised funding before.
Colorado Capital Management Tech Stack
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France
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Frequently asked questions
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