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Mark Lewis Kornblau (Fort Collins)


Mark Lewis Kornblau is a large advisory firm based in Fort Collins. It manages $37.36 million of regulatory assets for 161 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdiction of Colorado.




Mark Lewis Kornblau provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, security ratings or pricing services, and market timing services. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Mark Lewis Kornblau: assets under management

The assets under management (AUM) of Mark Lewis Kornblau is $37.36 million. The company doesn't manage any assets belonging to foreign clients.


The firm manages $35.93 million in discretionary accounts and $1.43 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $246.09 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $95.37 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Mark Lewis Kornblau for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and performance-based fees. 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.

Based in Fort Collins

The principal office where Mark Lewis Kornblau performs its advisory services is located at 401 W. Mountain Avenue, Fort Collins, CO 80521, 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 970-490-2033. The normal business hours are 9-5 on Monday - Friday.


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