BSW WEALTH PARTNERS - Financial Advisor in Colorado, Boulder

Tel: 303-444-9696 2300 Broadway Street Boulder, Colorado 80304

About BSW WEALTH PARTNERS

BSW WEALTH PARTNERS is a Boulder, Colorado based financial advisory firm with nearly $1,837,419,076 in assets under management and provides investment advisory services for 3752 clients. There are currently 29 financial advisors at the firm.

General Information

Firm CRD#:

107485

Firm SEC#:

801-45532

Assets Under Management:

$1,837,419,076

No. of Clients:

3752

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors
Other (1. TAX & ESTATE PLANNING COORDINATION 2. DIVERSIFICATION PLANNING 3. EMPLOYEE STOCK OPTIONS)

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees, Other (TRAVEL REIMBURSEMENT)

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