| As of Date | 07/20/2023 |
| Registration status | Terminated |
| ADV Location | DENVER, CO, United States |
| Contact Info | 303 xxxxxxx |
| Websites |
| AUM* | 155,631,941 -16% |
| of that, discretionary | 142,081,156 -21% |
| Number of Employees | 3 -25% |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 207,509 -7% |
| % High Net Worth | 31.18% 299% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Financial planning services
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds