| As of Date | 08/03/2026 |
| Registration | SEC, Approved, 08/01/2025 |
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| ADV Location | BOULDER, CO, United States |
| Contact Info | 303 xxxxxxx |
| Websites |
| AUM* | 304,671,215 |
| of that, discretionary | 304,671,215 100% |
| Number of Employees | 7 75% |
| of those in investment advisory functions | 7 133% |
| Private Fund GAV* | 0 |
| Avg Account Size | 321,044 |
| % High Net Worth | 30.32% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- A percentage of assets under your management
No private funds