Cordillera Asset Management (Wheat Ridge)

Name: Cordillera Asset Management
Address: 4175 Harlan St Ste 250, Wheat Ridge, CO, 80033
Telephone: 303-572-6888

Cordillera Asset Management is a large advisory firm based in Wheat Ridge. It manages $27.4 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Colorado.

Cordillera Asset Management 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.

Cordillera Asset Management: assets under management

The assets under management (AUM) of Cordillera Asset Management is $27.4 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -82% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $27.4 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $9.13 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Cordillera Asset Management 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.

Careers at Cordillera Asset Management

Virginia B Pedersen has been acting as President since 1 Feb 1992. David Elliot Gonzalez joined the executive team most recently as the Director.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Virginia B Pedersen	Director	1 Feb 1992	Other	4388335
Charles A Ansbacher	Director, preferred shareholder	1 Feb 1992	Other	4392317
Michael Christopher Barela	President, portfolio manager	1 Nov 1992	50% - 75%	4388306
Timothy Jay Meisinger	Treasurer, director of administration	1 Aug 1997	Other	4388324
Michelle Marie Gibley	Vice president, research analyst	1 Mar 1999	Other	4388325
James Theodore Polsfut	Chairman of the board	1 Jan 2000	Other	1382190
Elise Abrutyn Barish	Vice president, research analyst	1 Jul 2000	Other	2344833
Rob Lawrence Alvarado	Director	1 Sep 2000	Other	4389554
William Mark Bayuk	Director, preferred shareholder	1 Dec 2001	Other	1565979
Eileen Teresa Murphy	Vice president, research analyst	1 Jan 2002	Other	2439123
Eileen Murphy Hoffmann	Vice president, research analyst	1 Jan 2002	Other	2439123
Hiren R Patel	Vice president, assistant portfolio manager & research analyst	1 Jan 2003	Other	4607738
Katherine Blatchford Magner	Vice president, research analyst	1 Aug 2003	Other	2253899
Christopher Charles Dries	Director	1 Oct 2004	Other	2279604
Steven Mark Lamon	Director	1 Oct 2004	Other	301184
Virginia B Pedersen	Director	1 Oct 2004	Other	4388335
Carole Paula Buyers	Director	1 Apr 2005	Other	2954774
William Mark Bayuk	Director	1 Oct 2005	Other	1565979
David Elliot Gonzalez	Director	1 Sep 2006	Other	3127433
Scott Frederick Kozney	Director	1 Sep 2006	Other	2901909

Based in Wheat Ridge

The principal office where Cordillera Asset Management performs its advisory services is located at 4175 Harlan St Ste 250, Wheat Ridge, CO 80033, 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 303-572-6888 or by fax 303-572-6885. The normal business hours are 7:00 a.m. - 5:30 p.m. on Monday - Friday. You can find more information about the New York firm at www.cordillera.net.