Adviser Profile
| As of Date | 03/22/2023 |
| Registration status | Terminated |
| ADV Location | DENVER, CO, United States |
| Contact Info | 303 xxxxxxx |
| Websites |
| AUM* | 162,465,371 |
| of that, discretionary | 161,136,207 |
| Number of Employees | 6 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 209,633 |
| % High Net Worth | 17.61% |
| SMA’s | Yes |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
161M
138M
115M
92M
69M
46M
23M
2017
2018
2019
2020
2021
2022
Private Funds
No private funds