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Cash Concepts, Inc. (Ward)


Cash Concepts, Inc. is an internet adviser based in Ward. It manages $18.52 million of regulatory assets for 46 client accounts. It has been registered with the SEC as an adviser since 2001.

Cash Concepts provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Cash Concepts: assets under management

The assets under management (AUM) of Cash Concepts, Inc. is $18.52 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -27% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $18.52 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $402.66 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Cash Concepts, Inc. for their services and products based on a percentage of assets under management, hourly charges, subscription fees, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Ward

The principal office where Cash Concepts, Inc. performs its advisory services is located at 1117 Rock Lake Road, Ward, CO 80481, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 303-459-3007 or by fax 303-459-3033. The normal business hours are 8am-4pm on Monday - Friday.


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