CRD: 104343
Colorado Financial Service Corporation
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- Custodian
- Charles Schwab & Company ยท Hilltop Securities
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-09-2001
- Office Locations
- 14
Office Locations
About Colorado Financial Service Corporation
Colorado Financial Service Corporation is a Colorado-domiciled advisory firm serving retail clients, including entrepreneurs, with financial planning and portfolio construction supported by tax, estate, and insurance planning. Portfolios are predominantly ETF-based, alongside mutual funds and select alternatives/real estate strategies. The firm is registered to conduct securities transactions in all 50 states plus DC, Puerto Rico, and the U.S. Virgin Islands, and custodies with Charles Schwab.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
KEITH MITCHELL FELDMAN
HEAD OF OPERATIONS, Partner
- CRD
- #1308772
- Ownership
- Less than 5%
CHESTER JOSEPH HEBERT
Chairman, Chief Executive Officer, President
- CRD
- #1678446
- Ownership
- Less than 5%
Showing 2 of 4 owners & executives
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RON ADELSTEIN
Chief Executive Officer, Owner
- CRD
- #2086539
ROBERT BAKER
Associate
- CRD
- #2878972
Showing 2 of 35 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $84,056,666 | -- |
| Non-Discretionary | $0 | $200,000 |
| Total | $84,056,666 | $200,000 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Derivatives | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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