CALEDONIA WEALTH MANAGEMENT, LTD. of BOULDER, CO is an SEC-registered investment adviser (CRD 149649). Regulatory assets under management: $78.1M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Charities.
| Name | Role | Location |
|---|---|---|
| BARNETT TIMOTHY GEORGE THOROLD | MANAGING MEMBER, SECRETARY, CHIEF COMPLIANCE OFFICER; SECRETARY, CHIEF COMPLIANCE OFFICER | — |
| MCMILLAN DAVID GREGG | MANAGING MEMBER, TREASURER; TREASURER | — |