Adviser Profile
| As of Date | 07/08/2026 |
| Registration | SEC, 120-Day Approval, 02/12/2026 |
| ADV Location | LONE TREE, CO, United States |
| Contact Info | 720 xxxxxxx |
| Websites |
| AUM* | 111,061,179 |
| of that, discretionary | 111,061,179 |
| Number of Employees | 12 |
| of those in investment advisory functions | 8 |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,405,838 |
| % High Net Worth | 75.00% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Corporations or other businesses not listed above
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Compensation Arrangments
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Reported AUM
1
1
1
1
2025
2026
Private Funds
No private funds