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Andrew Keith Gilson

Colorado Capital Management

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About Andrew Keith Gilson

Andrew Gilson is an investment advisor representative with Colorado Capital Management, Inc. located in Boulder, Colorado. Andrew has been working in the financial services industry since August 2000 and has a Series 6, 7, 63 and 65 license. Andrew's specialties include providing financial planning services to individuals and businesses, as well as managing portfolios for individuals and families. Colorado Capital Management, Inc. is an investment advisory firm that specializes in providing investment management services to individuals, families, and institutions. They have a strong focus on providing personalized financial advice and helping clients reach their financial goals.

Firm Information

Andrew Gilson is currently registered with Colorado Capital Management. Colorado Capital Management is a Boulder, CO-based registered investment advisor with over $560 million in regulatory assets under management. The firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, and charitable organizations. They also publish periodicals and offer selection of other advisors services.
Colorado Capital Management

4430 ARAPAHOE AVENUE, SUITE 120

BOULDER, CO 80303-1100

$560.33M

Assets Under Management

Not reported

Total Clients

8

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Andrew Gilson’s Registration & Firm History

CO

11/27/2007 - Present

Colorado Capital Management (BOULDER CO)

PA

06/14/2005 - 08/03/2007

RAYMOND JAMES & ASSOCIATES, INC. (NEWTOWN PA)

ME

08/29/2000 - 06/08/2005

PFPC DISTRIBUTORS, INC. (PORTLAND ME)

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Licenses & Designations

IA

Issued 11/26/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/08/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/24/2005

Series 7 - General Securities Representative Examination

BC

Issued 08/28/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Andrew Keith Gilson.
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