# Colorado Financial Management

Colorado Financial Management is a Bank / Wealth / Trust based in Boulder, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Boulder, United States
- **Region:** North America
- **Address:** Boulder, CO, United States
- **Founded:** 1988
- **Assets under management:** Undisclosed
- **Website:** coloradofinancial.com
- **LinkedIn:** linkedin.com/company/colorado-financial-management

## Regulatory record

- **Reports private funds:** No

## About

We're a values-driven Wealth Management firm located in Boulder, CO. Partner with a trusted advisor and align your investments with your values.

## Questions

### Who runs investment decisions at Colorado Financial Management?

Public records do not identify a named chief investment officer or portfolio manager by title. The firm's principal decision-makers are expected to be its senior advisors, though individual names are not disclosed in available sources.

### Which sectors does Colorado Financial Management explicitly avoid?

No public investment policy statement or regulatory filing lists excluded sectors for CFM. As a fiduciary RIA, the firm's sector exposure is determined by client-specific mandates rather than a firm-level exclusion list.

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Last updated: 2026-06-03T20:00:00.000Z

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