Colorado Investor Services Corp is a large advisory firm based in Denver. It manages $4.57 billion of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Colorado.
Colorado Investor Services Corp provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Colorado Investor Services Corp is $4.57 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 160% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Colorado Investor Services Corp for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Francie Heller has been acting as President since 1 Feb 1999. Thomas Jordan joined the executive team most recently as the President/Director.
The principal office where Colorado Investor Services Corp performs its advisory services is located at 1700 Broadway, Denver, CO 80290, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 877-226-7636 or by fax 303-860-0016. The normal business hours are 9am -5 pm on Monday - Friday.