Cutwater Colorado Investor Services Corp. is a large advisory firm based in Denver. It manages $3.71 billion of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdiction of Colorado.
Cutwater Colorado Investor Services Corp 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 Cutwater Colorado Investor Services Corp. is $3.71 billion, all of which is managed in discretionary accounts. The firm's AUM has gone down by -19% 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 Cutwater Colorado Investor Services Corp. 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.
Richard John Walz has been acting as President since 1 Feb 1999. Michelle C Houck joined the executive team most recently as the Chief Compliance Officer.
The principal office where Cutwater Colorado Investor Services Corp. performs its advisory services is located at 1900 Sixteenth Street, Denver, CO 80202, 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 866-766-3030 or by fax 303-860-0016. The normal business hours are 9am -5 pm on Monday - Friday. You can find more information about the New York firm at www.cutwater.com.