Adviser Profile
| As of Date | 01/23/2026 |
| Registration | SEC, Approved, 02/10/2026 |
|
|
|
| Former registrations | |
| Contact Info | 303 xxxxxxx |
| Websites |
| AUM* | 138,742,554 |
| of that, discretionary | 138,742,554 |
| Number of Employees | 3 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 590,394 |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
139M
119M
99M
79M
59M
40M
20M
2026
Private Funds
No private funds