COLORADO DIVERSIFIED FINANCIAL

COLORADO DIVERSIFIED FINANCIAL of LONGMONT, CO is an SEC-registered investment adviser (CRD 152315). Regulatory assets under management: $1.1M.

Registration

• CRD: 152315
• Type: Registered investment adviser
• Location: 713 RIDER RIDGE DRIVE, LONGMONT, CO, 80504
• Phone: 303-682-3225
• Latest filing: 2026-03-30
• Regulatory AUM: $1.1M
• Non-discretionary AUM: $1.1M
• Clients: 1
• Accounts: 15

Business model

Compensation: % of AUM, Fixed, Commissions.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 152315 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search