SEC-registered investment advisers in Durango
5 SEC-registered investment advisers are headquartered in Durango, CO, with $4.64B in combined regulatory assets under management. 3 are financial advisor firms; the rest are broker-dealers, other kinds of wealth firm, or fund and institutional managers.
- 5
- Investment advisers
- $4.64B
- Combined regulatory AUM
- 3
- Financial advisor firms
All 5 advisers
By regulatory assets under management.
| Firm | Type | Regulatory AUM |
|---|---|---|
| Swan Global Investments | Mutual funds & ETFs | $2.39B |
| Swan Capital Management | Mutual funds & ETFs | $1.3B |
| Family Financial Solutions Group | RIA | $501M |
| Red Mountain Financial Partners | RIA | $226M |
| McAlvany Wealth Management | RIA | $224M |
Durango at a glance
Advisers headquartered here, by type
5
advisers
- Financial advisor firms (RIAs)$951M regulatory AUM3 (60%)
- Mutual fund, ETF and BDC managers$3.69B regulatory AUM2 (40%)
Other cities in Colorado
- Denver135
- Greenwood Village37
- Colorado Springs24
- Boulder23
- Englewood14
- Centennial11
- Fort Collins8
- Lakewood8
- Littleton8
- Highlands Ranch6
- Broomfield5
- Lone Tree5