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BOULDER ASSET MANAGEMENT
Legal name: STARK RICHARD JOSEPH
CRD 107636File 801-39066
APPROVED
Retail clients
Custody
Filing as of Mar 28, 2025
Feed vintage Aug 17, 2026
Regulatory AUM
$426.1M
Below cohort median (national)
Discretionary AUM
$426.1M
Clients
66
178 accounts
Employees
4
Above cohort median in CO
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Jun 21, 1991
- Principal office
- 9785 MAROON CIRCLE, SUITE 130, ENGLEWOOD, CO, 80112
- Phone
- 303-779-8772
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $426.1M
- Discretionary AUM
- $426.1M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 178
- Non-discretionary accounts
- 0
- Total accounts
- 178
- AUM per client
- $6.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 66 | $426.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.