Bank Of Colorado
$133M reported client assets across 1 advisory firms in FY2021 annual amendments
Reported client assets over time
$65.8M
$209M
2019
2021
Same-firm comparison: 1 firms that reported Bank Of Colorado in both FY2020 and FY2021 annual amendments (ADV Item 5.K.(3)). Fiscal years come directly from the SEC filing-type table; filing dates are not used as a year-end proxy.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| James Hambro & Partners Llp | $133M | $6.5B | 2.0% | 07/08/2021 |
From Form ADV Schedule D 5.K.(3): custodians named at the 10%-of-SMA-assets threshold, with reported dollar amounts. "Share" is reported amount as a share of the firm's total regulatory AUM.