Cordillera Asset Management is a large advisory firm based in Wheat Ridge. It manages $27.4 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Colorado.
Cordillera Asset Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Cordillera Asset Management is $27.4 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -82% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Cordillera Asset Management 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.
Virginia B Pedersen has been acting as President since 1 Feb 1992. David Elliot Gonzalez joined the executive team most recently as the Director.
The principal office where Cordillera Asset Management performs its advisory services is located at 4175 Harlan St Ste 250, Wheat Ridge, CO 80033, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 303-572-6888 or by fax 303-572-6885. The normal business hours are 7:00 a.m. - 5:30 p.m. on Monday - Friday. You can find more information about the New York firm at www.cordillera.net.