Shareholder · Colorado Capital Management
Emily J. Lucero
CRD 6705717 · Named on Form ADV at one SEC-registered adviser
At a glance
Colorado Capital Management, an SEC-registered wealth manager based in Boulder, CO with $638 million in regulatory assets, lists Emily J. Lucero on its Form ADV as Shareholder.
Firms and roles
- Colorado Capital ManagementShareholderWealth manager · Boulder, CO · $638M in regulatory assets
AtlasMembers
Emily’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
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- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings (6)
- Steven L. EllisVice President, Colorado Capital Management
- Lee M. StrongwaterPresident, Chief Compliance Officer, Colorado Capital Management
- Andrew K. GilsonShareholder, Colorado Capital Management
- Jason G. BlackShareholder, Colorado Capital Management
- Max B. PulitzerShareholder, Colorado Capital Management
1 more person named with Emily on the same filings, with titles and firms. Free in Atlas with a free account.
See all 6 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Emily’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.