| As of Date | 07/20/2026 |
| Registration | SEC, Approved, 03/12/2025 |
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| ADV Location | HIGHLANDS RANCH, CO, United States |
| Contact Info | 303 xxxxxxx |
| Websites |
| AUM* | 213,419,865 |
| of that, discretionary | 211,517,496 |
| Number of Employees | 3 50% |
| of those in investment advisory functions | 3 50% |
| Private Fund GAV* | 0 |
| Avg Account Size | 564,603 |
| % High Net Worth | 48.70% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Business development companies
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
No private funds