First National Bank (Fort Collins) (Fort Collins)


First National Bank (Fort Collins) is a large advisory firm based in Fort Collins. It manages $29.03 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdictions of Colorado and Nebraska.

First National Bank (Fort Collins) provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

First National Bank (Fort Collins): assets under management

The assets under management (AUM) of First National Bank (Fort Collins) is $29.03 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 $29.03 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $29.03 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay First National Bank (Fort Collins) for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 4 indirect owners.

Name Entity Date acquired Ownership Employer ID
Inc. First National Of Nebraska Shareholder - common 1 Jan 1969 75% - 100% 47-0523079
Inc. First National Of Colorado Shareholder - common 1 Oct 1993 75% - 100% 47-0784794
Inc. First National Of Nebraska Shareholder - common 1 Jan 1995 75% - 100% 47-0523079
First National Bank (Fort Collins) Direct 1 Jan 2010 75% - 100% 84-0205012

Based in Fort Collins

The principal office where First National Bank (Fort Collins) performs its advisory services is located at 215 W. Oak Street, Fort Collins, CO 80521, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 970-495-1221 or by fax 303-417-4033. The normal business hours are 7 a.m. to 5 p.m. on Monday - Friday.