| As of Date | 04/06/2026 |
| Registration | SEC, Approved, 06/12/2024 |
| ADV Location | GREENWOOD VILLAGE, CO, United States |
| Contact Info | 303 xxxxxxx |
| Websites |
| AUM* | 393,201,010 18% |
| of that, discretionary | 365,974,929 16% |
| Number of Employees | 7 17% |
| of those in investment advisory functions | 7 17% |
| Private Fund GAV* | 0 |
| Avg Account Size | 672,138 -2% |
| % High Net Worth | 48.11% -33% |
| SMA’s | No |
| 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
- Portfolio management for businesses
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name ASSURANCE DIMENSIONS | Filing Date09/25/2025 | Form ADV-E View Report |