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Foster Elyse DoLPh (Boulder)


Foster Elyse DoLPh is a large advisory firm based in Boulder. It manages $139.15 million of regulatory assets for 555 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Colorado.




Foster Elyse DoLPh provides financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and publication of newsletters. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Foster Elyse DoLPh: assets under management

The assets under management (AUM) of Foster Elyse DoLPh is $139.15 million. The firm's AUM has grown by 190% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $125.8 million in discretionary accounts and $13.35 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $264.28 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $168.99 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Foster Elyse DoLPh for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Boulder

The principal office where Foster Elyse DoLPh performs its advisory services is located at 1909 26 Th Street, Suite 1 A, Boulder, CO 80302, which is also the mailing address of the firm. An additional office of the firm is in Denver, CO. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 303-939-8788 or by fax 303-541-1059. The normal business hours are 7:30am-5:00pm on Monday - Friday.


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