First National Bank (Fort Collins) (Fort Collins)

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.

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.

Registered investment advisers similar to First National Bank (Fort Collins)

• Associated Investment Management
• Loyola Capital Management
• Mosaic Capital Advisors
• Atlas One Asset Management
• Westhampton Capital
• Richard L. Evans Investments
• Canton Michael Francis
• Hemisphere Asset Management
• Ariston Wealth Management
• Ariston Wealth Management
• Gramercy Consulting Group
• Gotham Partners Management Co.
• Delta Force Capital
• Mortar Rock Capital Management
• Whitney Wg &