| As of Date | 11/02/2026 |
| Registration | SEC, 120-Day Approval, 09/11/2026 |
| ADV Location | DENVER, CO, United States |
| Contact Info | 303 xxxxxxx |
| Websites |
| AUM* | 542,080,000 |
| of that, discretionary | 537,900,000 |
| Number of Employees | 10 |
| of those in investment advisory functions | 7 |
| Private Fund GAV* | 0 |
| Avg Account Size | 250,963 |
| % High Net Worth | 25.43% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds