Top financial advisors in Steamboat Springs, CO
We’ve curated a list of the best financial advisors in Steamboat Springs, take a look at it below
Find an advisor in Steamboat Springs| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $150,438,997 | 4 advisors |
How we came up with this list
To generate our top financial advisors list in Steamboat Springs, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Steamboat Springs. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
Callahan Capital Management
Callahan Capital Management is a financial advisory firm based in Steamboat Springs, Colorado. It currently has approximately $150,438,997 of assets under management and employs about 4 people. Callahan Capital Management uses a fee structure of and a percentage of assets under your management.
Assets under management
$150,438,997
Headcount
4 advisors
Fee structure
A percentage of assets under your management
SEC number
801-110441
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Your first meeting is free.