Culver Investment Company, LLC is a large advisory firm based in Broomfield. It manages $90.55 million of regulatory assets for 104 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Colorado and Texas.
Culver Investment Company provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and consulting. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Culver Investment Company, LLC is $90.55 million. The firm's AUM has grown by 220% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Culver Investment Company, LLC for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, high net worth individuals, and pension and profit sharing plans. The largest group of clients of Culver Investment Company is pension and profit sharing plans with 31 clients and $39.66 million of assets under management. Among the 11 most similar advisory firms, Culver Investment Company has the highest percentage of pension and profit sharing plans out of all clients.
The amount of regulatory assets under management is $86.96 million for 105 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Culver Investment Company doesn't advise any private funds.
The company employs 5 people that are either part- or full-time employees. 80 percent of the employees work as investment advisers or researchers. 4 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Culver Investment Company, LLC performs its advisory services is located at 360 Interlocken Blvd., Broomfield, CO 80021 3490, 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 303-442-3670 or by fax 303-442-1749. The normal business hours are 8:00am-5:00pm mst on Monday - Friday. You can find more information about the New York firm at culverinvestment.com.