| As of Date | 03/24/2026 |
| Registration | SEC, Approved, 09/09/2024 |
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| ADV Location | LOVELAND, CO, United States |
| Contact Info | 970 xxxxxxx |
| Websites |
| AUM* | 158,037,995 41% |
| of that, discretionary | 158,037,995 41% |
| Number of Employees | 7 75% |
| of those in investment advisory functions | 4 33% |
| Private Fund GAV* | 0 |
| Avg Account Size | 225,769 25% |
| % High Net Worth | 29.94% 19% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds