Fee-OnlyFinder

Advisers in Steamboat Springs, CO

2 advisers in Steamboat Springs — 2 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

All advisers

Callahan Capital Management1169 Hilltop Pkwy, 106a · Steamboat Springs, CO 80487 · (970) 870-8750 · Financial planningCRD 110568 · % of assets · $217.5 million AUMSEC registeredNo commissions reportedJrb Capital Management430 Yampa Street, Unit J · Steamboat Springs, CO 80487 · (650) 644-5480 · Flat / fixed feesCRD 301036 · % of assets, Fixed fees, Performance-based fees · $13.2 million AUMState registeredNo commissions reported
Talking to advisers in Steamboat Springs? Ask each for its Form CRS and Form ADV Part 2A brochure, ask “Are you a fiduciary at all times for my accounts?”, and get every fee in writing. See questions to ask.

Listed from SEC Investment Adviser Public Disclosure — compilation reports, SEC IAPD firm summaries. Order: alphabetical — we do not rank advisers — never paid. Is something wrong? Tell us.