| As of Date | 02/25/2026 |
| Registration | SEC, Approved, 09/28/2022 |
| ADV Location | GREENWOOD VILLAGE, CO, United States |
| Contact Info | 303 xxxxxxx |
| Websites |
| AUM* | 400,459,976 22% |
| of that, discretionary | 390,813,029 21% |
| Number of Employees | 5 |
| of those in investment advisory functions | 4 |
| Private Fund GAV* | 0 |
| Avg Account Size | 595,923 7% |
| % High Net Worth | 59.30% -19% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds