| As of Date | 03/04/2026 |
| Registration | SEC, Approved, 12/01/1986 |
| ADV Location | DENVER, CO, United States |
| Contact Info | 303 xxxxxxx |
| AUM* | 169,920,671 13% |
| of that, discretionary | 169,920,671 13% |
| Number of Employees | 4 |
| of those in investment advisory functions | 2 -33% |
| Private Fund GAV* | 0 |
| Avg Account Size | 514,911 58% |
| % High Net Worth | 44.55% 28% |
| SMA’s | Yes |
| 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
- Portfolio management for businesses
- Pension consulting services
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds