Colorado Life, Inc. (Windsor)


Colorado Life, Inc. is a related adviser based in Windsor. It manages $1.5 million of regulatory assets for 15 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdiction of Colorado.

Colorado Life provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Colorado Life: assets under management

The assets under management (AUM) of Colorado Life, Inc. is $1.5 million. The company doesn't manage any assets belonging to foreign clients.

The firm manages $500 thousand in discretionary accounts and $1 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $100 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $100 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Colorado Life, Inc. for their services and products based on a percentage of assets under management, hourly charges, and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Windsor

The principal office where Colorado Life, Inc. performs its advisory services is located at 4281 Prairie Court, Windsor, CO 80550, 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 970-674-9212 or by fax 970-674-9213. The normal business hours are 10 am - 4 pm on Monday - Friday.

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