Dakota
Dakota
Book a Demo
Talk to an Expert

Risemint

EST. AUM
$121,000,000

CONTACTS
1

CLIENT ACCOUNTS
938

Firm Details

Metro area Denver
CRD Number 289567
Website risemint.com
Client types

Overview

Risemint Capital Advisors is an independent, fee-based fiduciary advisory firm headquartered in Evergreen, Colorado, with offices in Denver and Erie, Pennsylvania. The firm provides investment management, retirement planning, tax and financial planning services, and 401(k) plan administration. It emphasizes a “better approach to investing,” combining active and passive portfolio management strategies through its proprietary “CoreTactic Strategies®,” with a mission to deliver meaningful, measurable value for clients by eliminating unnecessary complexity and aligning recommendations with clients’ best interests.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy