CRD: 299627
Cimarron Wealth Management, Inc.
Montrose, CO, 81401
9702499882
$327.3M Total AUM
$307.5M Disc. AUM
18.9% 3Y CAGR
14 Employees
572 ADV. Clients
7 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- LPL Financial
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-11-2019
- Office Locations
- 4
Office Locations
1115 N. Main St. Suite A Gunnison CO
1701 Niagara RD Montrose CO
6957 Littlerock Rd. SW Suite B Tumwater WA
About Cimarron Wealth Management, Inc.
Cimarron Wealth Management, Inc. is a Montrose-based RIA with 4 offices. The firm has been operating for 7 years. Managing $327.3M in total assets under management, with 7 advisory representatives. They custody assets with LPL Financial. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
49 AVG AGE
$46.8M AVG AUM / ADVISOR
$572.3K AVG AUM / CLIENT
4.5 yrs AVG TENURE
14 Employees
7 Advisory Reps
9 RIA Reps
7yrs Firm Age
Insights
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Asset Classes
Bridge vital Peak focus Horizon
Client Personas
Peak insight
Investment Themes
Oak Legacy
Investment Vehicles
Capital
Services
Eagle Capital signal Peak Frontier vector Ember Harbor summit
Owner & Executives
KEVIN SCOTT SANDERFORD
President
- CRD
- #1708804
- Ownership
- 50% but less than 75%
(698) 356-8998
eagle.vital@northcapital.com
in linkedin.com/in/focus-radial
BETTY JO TOMLINSON
VICE PRESIDENT
- CRD
- #3025229
- Ownership
- 10% but less than 25%
(971) 951-2287
unison.legacy@pathwaycapital.com
in linkedin.com/in/prime-atlas
M
Momentum summit
Vital glacier pioneer
- CRD
- #20692
- Ownership
- 28.2%
(244) 224-9824
vital.beacon@momentumcapital.com
in linkedin.com/in/alpha-ridge
Showing 2 of 6 owners & executives
Unlock allContacts
Brian Keith Dow
Financial Advisor
- CRD
- #6509981
(404) 871-2393
oak.unison@atlascapital.com
in linkedin.com/in/prime-quantum
Richard Lee Fangen
Financial Advisor
- CRD
- #1708819
(951) 551-1225
horizon.timber@matrixcapital.com
in linkedin.com/in/radial-harbor
A
Alpha focus
Pathway eagle
- CRD
- #74821
(665) 380-6556
vector.vertex@vertexcapital.com
in linkedin.com/in/radial-frontier
Showing 2 of 10 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $307,546,524 | $545,295 |
| Non-Discretionary | $19,794,543 | $1,979,454 |
| Total | $327,341,067 | $570,281 |
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Separately Managed Accounts
Total SMA Asset: $327,341,067
Public Funds:
11.2% Equity - Exchange:
35.2% U.S. Government/Agency:
23.1% Cash:
30.5% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $544,630,778 | 11.2% |
| Equity - Exchange | $1,711,696,730 | 35.2% |
| U.S. Government/Agency | $1,123,300,979 | 23.1% |
| Cash | $1,483,146,313 | 30.5% |
| Total | $4,862,774,800 | 100.0% |