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Who We Serve

Brown & Tedstrom, Inc. Facts

Founded: 1988
Staff-to-client ratio: 1:10
Household assets under management minimum: $2 million
Client location: 40% Local Clients / 60% National Clients
Client retention rate: 99% (past five years)
10+ year client relationships: Greater than 50%
Average Client Tenure: 11.6 years
Local Professional Team
Nationally Recognized Firm:  Barron’s Top Advisor | Financial Times Top 400 Advisor | Registered Rep Top 100 Advisor | Worth Magazine Top Advisor | Denver Business Journal Top Investment Managers and Financial Planners

*Barron’s awards are based on assets managed, revenue, and quality of practice (2007-2016). Financial Times award based on assets under management, growth, experience, compliance record, industry certifications and online accessibility (2013-2014). DBJ Top 25 Colorado Wealth Advisors award based on credentials, compensation structure, client retention rate and quality of practice. DBJ Top 18 Investment Managers and Financial Planners award based on total assets managed. Registered Rep awards based on assets under management. Worth awards based on expertise, integrity and dedication to the field of wealth management. 

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