$72.1M Total AUM
$72.1M Disc. AUM
-- 3Y CAGR
3 Employees
144 ADV. Clients
17 yrs Firm Age
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- Custodian
- LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Meridian alpha
- Established Date
- 07-21-2008
- Office Locations
- 1
Office Locations
7400 W 132nd St. Suite 165 Overland Park KS
About Boulder Investment Group
Boulder Investment Group is an independent investment advisory firm founded in 2008. The team provides financial planning, investment planning, and portfolio construction, building customized, non-proprietary portfolios from a broad menu of investments including ETFs and mutual funds. Client accounts are custodied at LPL Financial.
Team overview
-- AVG AGE
$72.1M AVG AUM / ADVISOR
$500.6K AVG AUM / CLIENT
17.9 yrs AVG TENURE
3 Employees
1 Advisory Reps
1 RIA Reps
17yrs Firm Age
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Asset Classes
Eagle quantum
Custodian
Beacon eagle Eagle Bridge
Investment Themes
Crest timber Catalyst Wave peak Frontier quantum
Investment Vehicles
Ember bridge Alpha oak
Services
North Wave pathway Foundation wave Delta Signal matrix Pioneer wave Element Optima Quantum meridian Eagle ridge
Technology
Foundation
Owner & Executives
P
PAUL GERARD WIEDERHOLT
Chief Compliance Officer
- CRD
- #2767140
- Ownership
- 75% or more
(651) 733-1294
frontier.glacier@peakcapital.com
in linkedin.com/in/vital-ridge
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $72,084,098 | $403,100 |
| Non-Discretionary | $0 | -- |
| Total | $72,084,098 | $403,100 |
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Separately Managed Accounts
Total SMA Asset: $72,084,098
Public Funds:
29.3% Equity - Exchange:
24.2% Cash:
28.0% Corporate - Investment Grade:
18.5% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,569,622,320 | 29.3% |
| Equity - Exchange | $1,296,411,609 | 24.2% |
| Cash | $1,499,980,374 | 28.0% |
| Corporate - Investment Grade | $991,058,463 | 18.5% |
| Total | $5,357,072,766 | 100.0% |