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Colorado Western Financial (Cheyenne)


Colorado Western Financial is a mid-sized advisory firm based in Cheyenne. It manages $25.23 million of regulatory assets for 28 client accounts. It has been registered with the SEC as an adviser since 2014.

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Colorado Western Financial provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and selection of other advisers. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Colorado Western Financial: assets under management

The assets under management (AUM) of Colorado Western Financial is $25.23 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $25.23 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $900.89 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Colorado Western Financial for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Cheyenne

The principal office where Colorado Western Financial performs its advisory services is located at 109 East 17 Th St., Cheyenne, WY 82001, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 888-995-0885 or by fax 307-633-9867. The normal business hours are 9am - 5pm on Monday - Friday. You can find more information about the New York firm at cowesternfinancial.com.


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