| As of Date | 05/13/2026 |
| Registration | SEC, Approved, 07/11/2019 |
| ADV Location | MONTROSE, CO, United States |
| Contact Info | 970 xxxxxxx |
| Websites |
| AUM* | 327,341,067 42% |
| of that, discretionary | 307,546,524 44% |
| Number of Employees | 14 17% |
| of those in investment advisory functions | 7 40% |
| Private Fund GAV* | 0 |
| Avg Account Size | 570,281 14% |
| % High Net Worth | 12.85% 14% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds