B
CRD: 107636
Boulder Asset Management
Englewood, CO, 80112
3037798772
$426.1M Total AUM
$426.1M Disc. AUM
-4.5% 3Y CAGR
4 Employees
66 ADV. Clients
42 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-01-1984
- Office Locations
- 1
Office Locations
9785 Maroon Circle Suite 130 Englewood CO
About Boulder Asset Management
Boulder Asset Management is a Englewood-based RIA. The firm has been operating for 42 years. Managing $426.1M in total assets under management, with 1 advisory representatives. Services offered include Asset Management, Insurance, Portfolio Construction.
Team overview
-- AVG AGE
$426.1M AVG AUM / ADVISOR
$6.5M AVG AUM / CLIENT
26.7 yrs AVG TENURE
4 Employees
1 Advisory Reps
1 RIA Reps
42yrs Firm Age
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Asset Classes
Catalyst momentum Frontier legacy Peak ember Fusion
Client Personas
Delta peak
Investment Vehicles
Legacy peak
Services
Element prime Atlas Focus
Owner & Executives
J
JANE LINDA STARK
Owner
- CRD
- --
- Ownership
- 50% but less than 75%
(880) 942-1533
oak.prime@pathwaycapital.com
in linkedin.com/in/vector-optima
R
RICHARD JOSEPH STARK
Chief Compliance Officer, Managing Director, Owner
- CRD
- #4368264
- Ownership
- 50% but less than 75%
(705) 384-6891
timber.quantum@bridgecapital.com
in linkedin.com/in/catalyst-pathway
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $426,099,643 | $2,393,818 |
| Non-Discretionary | $0 | -- |
| Total | $426,099,643 | $2,393,818 |
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Separately Managed Accounts
Total SMA Asset: $426,099,643
Equity - Exchange:
40.8% Corporate - Investment Grade:
8.2% Cash:
27.8% Municipal Bonds:
23.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $367,034,124 | 40.8% |
| Corporate - Investment Grade | $73,766,662 | 8.2% |
| Cash | $250,086,976 | 27.8% |
| Municipal Bonds | $208,705,678 | 23.2% |
| Total | $899,593,440 | 100.0% |