| As of Date | 07/08/2026 |
| Registration | SEC, Approved, 02/05/2026 |
|
|
|
| ADV Location | LONE TREE, CO, United States |
| Contact Info | 303 xxxxxxx |
| Websites |
| AUM* | 107,861,049 |
| of that, discretionary | 107,861,049 |
| Number of Employees | 11 |
| of those in investment advisory functions | 5 |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,634,258 |
| SMA’s | No |
| Private Funds | 0 |
- Other investment advisers
- Portfolio management for businesses
- Selection of other advisers
- Educational seminars/workshops
- A percentage of assets under your management
No private funds