$20.5M Total AUM
$20.5M Disc. AUM
-- 3Y CAGR
1 Employees
21 ADV. Clients
5 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Summit insight
- Established Date
- 09-29-2020
- Office Locations
- 1
Office Locations
-- Lafayette CO
About Boulder Canyon Financial
Boulder Canyon Financial Partners is a woman-founded, fee-only independent RIA in Colorado providing holistic wealth management and financial planning. The firm emphasizes sustainable, ESG/impact-oriented investing with portfolios often implemented via ETFs and other public funds, tailoring recommendations to each client’s goals and long-term plan. Custodied with Charles Schwab & Co.
Team overview
-- AVG AGE
$20.5M AVG AUM / ADVISOR
$976.0K AVG AUM / CLIENT
5.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Vital legacy Ember harbor
Client Personas
Pathway legacy
Custodian
Quantum Value Harbor Delta
Investment Themes
Oak Peak matrix Insight Horizon Meridian delta
Investment Vehicles
Fusion insight
Services
Quantum Summit pioneer Matrix timber Pioneer Focus Summit beacon Signal Oak vital Capital
Technology
Peak
Owner & Executives
LYNDA DIANE GREGORY
Chief Compliance Officer, Principal
- CRD
- #3211973
- Ownership
- 75% or more
(496) 980-7459
delta.delta@primecapital.com
in linkedin.com/in/momentum-catalyst
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $20,496,609 | -- |
| Non-Discretionary | $0 | -- |
| Total | $20,496,609 | -- |
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Separately Managed Accounts
Total SMA Asset: $20,496,609
Equity - Exchange:
5.1% Public Funds:
24.3% Equity - OTC:
24.4% Cash:
22.1% U.S. Government/Agency:
24.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $146,334,577 | 5.1% |
| Public Funds | $697,241,220 | 24.3% |
| Equity - OTC | $700,110,526 | 24.4% |
| Cash | $634,116,501 | 22.1% |
| U.S. Government/Agency | $691,502,609 | 24.1% |
| Total | $2,869,305,433 | 100.0% |