| As of Date | 05/01/2026 |
| Registration | SEC, Approved, 01/15/1985 |
| ADV Location | DENVER, CO, United States |
| Contact Info | 303 xxxxxxx |
| Websites |
| AUM* | 369,638,942 29% |
| of that, discretionary | 328,979,350 31% |
| Number of Employees | 4 -20% |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 282,599 44% |
| % High Net Worth | 56.63% 7% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Corporations or other businesses not listed above
- 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