| As of Date | 04/07/2026 |
| Registration | SEC, Approved, 12/03/2018 |
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| ADV Location | DENVER, CO, United States |
| Contact Info | (72 xxxxxxx |
| Websites |
| AUM* | 722,477,179 92% |
| of that, discretionary | 688,481,009 92% |
| Number of Employees | 9 13% |
| of those in investment advisory functions | 9 80% |
| Private Fund GAV* | 0 |
| Avg Account Size | 301,032 -57% |
| % High Net Worth | 20.50% -47% |
| 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
- Selection of other advisers
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds