CRD: 104343
Colorado Financial Service Corporation
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Hilltop Securities
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 0.0% is discretionary and 100.0% is non-discretionary.
The firm reports 16 advisory representatives and 188 clients, or 11.8 clients per representative. That equates to $447.1K in reported AUM per client.
The profile lists 14 reported office locations and 24 years in operation. The source data was last updated on September 1, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Colorado Financial Service Corporation record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
CHESTER JOSEPH HEBERT
Chairman, Chief Executive Officer, President
- CRD
- #1678446
- Ownership
- Less than 5%
Jameson OBrien Thon
Due Diligence Analyst, President
- CRD
- #7015002
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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RON ADELSTEIN
Chief Executive Officer, Owner
- CRD
- #2086539
ROBERT BAKER
Associate
- CRD
- #2878972
Showing 2 of 34 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
SMA allocation detail is available
Colorado Financial Service Corporation has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.