| As of Date | 03/20/2026 |
| Registration | SEC, 120-Day Approval, 01/22/2026 |
| ADV Location | ENGLEWOOD, CO, United States |
| Contact Info | (72 xxxxxxx |
| Websites |
| AUM* | 102,210,253 |
| of that, discretionary | 102,210,253 |
| Number of Employees | 8 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 188,580 |
| % High Net Worth | 39.02% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Financial planning services
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds