Adviser Profile

As of Date 03/30/2026
Registration SEC, 120-Day Approval, 12/15/2025
ADV Location DENVER, CO, United States
Contact Info 720 xxxxxxx
Websites
AUM* 0
of that, discretionary
Number of Employees 3
of those in investment advisory functions 3
Private Fund GAV* 0
SMA’s No
Private Funds 0

Adviser Type

- Multi-state adviser

Client Types

Advisory Activities

- Financial planning services
- Educational seminars/workshops

Compensation Arrangments

- Subscription fees (for a newsletter or periodical)

Reported AUM

1 1 1 1
2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees