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Erica Nicole Loughrey

Colorado Capital Management

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About Erica Nicole Loughrey

Erica Nicole Loughrey is a registered investment advisor representative at Colorado Capital Management. Erica has been in the industry since 2020. Erica holds a Series 65 license and is registered in Colorado. Erica has worked at Alaska Permanent Capital Management and Colorado Capital Management. Erica's specializations are in Portfolio management for individuals, Publication of periodicals, Selection of other advisers and Financial planning.

Firm Information

Erica Loughrey 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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Erica Loughrey’s Registration & Firm History

CO

11/04/2021 - Present

Colorado Capital Management (BOULDER CO)

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Licenses & Designations

IA

Issued 11/04/2021

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Erica Nicole Loughrey.
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