| As of Date | 10/13/2026 |
| Registration | SEC, Approved, 10/03/2024 |
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| ADV Location | ASPEN, CO, United States |
| Contact Info | 425 xxxxxxx |
| Websites |
| AUM* | 2,045,317,435 60% |
| of that, discretionary | 2,045,317,435 60% |
| Number of Employees | 18 260% |
| of those in investment advisory functions | 9 125% |
| Private Fund GAV* | 0 |
| Avg Account Size | 2,563,054 -91% |
| % High Net Worth | 59.09% -26% |
| 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
- Portfolio management for businesses
- Selection of other advisers
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds