First National Bank Of Fort Collins (Fort Collins)

First National Bank Of Fort Collins is a large advisory firm based in Fort Collins. It manages $86.51 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdiction of Colorado.

First National Bank Of Fort Collins provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

First National Bank Of Fort Collins: assets under management

The assets under management (AUM) of First National Bank Of Fort Collins is $86.51 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 12% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $86.51 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $43.25 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay First National Bank Of Fort Collins 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 First National Bank Of Fort Collins

David Charles Jordan has served as the Chief Investment Officer since 1 Apr 1996. Tiffani Denise Boskovich joined the executive team most recently as the Portfolio Manager, Cco.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
David Charles Jordan	Chief investment officer	1 Apr 1996	Other	4399288
David Charles Jordan	Managing director	1 Jan 2005	Other	4399288
Tiffani Denise Boskovich	Portfolio manager, cco	1 Jan 2005	Other	4897655
Lee Richards Anderson	Portfolio manager	1 Jan 2005	Other	2119629
Mark Douglas Losson	Portfolio manager	1 Jan 2005	Other	4899000
Melissa Jean Reinke	Analyst	1 Jan 2005	Other	4899577

Based in Fort Collins

The principal office where First National Bank Of Fort Collins performs its advisory services is located at 215 West Oak Street, Suite 201, Fort Collins, CO 80521, which is also the mailing address of the firm. The firm also has an office outside of the United States.