| As of Date | 03/16/2026 |
| Registration | SEC, Approved, 06/04/2025 |
|
|
|
| ADV Location | GREENWOOD VILLAGE, CO, United States |
| Contact Info | 720 xxxxxxx |
| Websites |
| AUM* | 407,749,700 |
| of that, discretionary | 407,749,700 100% |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 407,749,700 |
| SMA’s | No |
| Private Funds | 0 |
- State or municipal government entities
- Financial planning services
- Portfolio management for businesses
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds