Adviser Profile
| As of Date | 09/09/2026 |
| Registration | SEC, Approved, 01/16/2025 |
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| Former registrations | |
| ADV Location | ENGLEWOOD, CO, United States |
| Contact Info | 303 xxxxxxx |
| Websites |
| AUM* | 231,272,900 115% |
| of that, discretionary | 200,771,180 100% |
| Number of Employees | 5 67% |
| of those in investment advisory functions | 5 67% |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,037,098 20% |
| % High Net Worth | 59.02% -20% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
201M
172M
143M
115M
86M
57M
29M
2024
2025
2026
Private Funds
No private funds