| As of Date | 06/26/2026 |
| Registration | SEC, Approved, 02/27/2026 |
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| ADV Location | GREENWOOD VILLAGE, CO, United States |
| Contact Info | 303 xxxxxxx |
| Websites |
| AUM* | 323,400,000 |
| of that, discretionary | 323,400,000 |
| Number of Employees | 5 |
| of those in investment advisory functions | 4 |
| Private Fund GAV* | 0 |
| Avg Account Size | 2,526,563 |
| SMA’s | No |
| Private Funds | 0 |
- Banking or thrift institutions
- Investment companies
- Portfolio management for investment companies
- Portfolio management for businesses
- Selection of other advisers
- A percentage of assets under your management
No private funds