| As of Date | 01/30/2026 |
| Registration | SEC, Approved, 04/22/2016 |
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| ADV Location | CENTENNIAL, CO, United States |
| Contact Info | 303 xxxxxxx |
| Websites |
| AUM* | 914,955,513 16% |
| of that, discretionary | 681,379,416 29% |
| Number of Employees | 2 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 2,999,854 87% |
| SMA’s | Yes |
| Private Funds | 0 |
- Pension and profit sharing plans
- Pension consulting services
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds