| As of Date | 09/21/2026 |
| Registration | SEC, Approved, 02/28/1991 |
| ADV Location | DENVER, CO, United States |
| Contact Info | 303 xxxxxxx |
| Websites |
| AUM* | 1,125,728,474 23% |
| of that, discretionary | 1,125,728,474 23% |
| Number of Employees | 13 -7% |
| of those in investment advisory functions | 9 13% |
| Private Fund GAV* | 0 |
| Avg Account Size | 469,641 22% |
| % High Net Worth | 29.80% 14% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker464287200 | Stock NameISHARES TR | $ Position$124,150,783 | % Position15.00% | $ Change75.00% | # Change53.00% |
| Stck Ticker46434V613 | Stock NameISHARES TR | $ Position$55,360,027 | % Position7.00% | $ Change22.00% | # Change22.00% |
| Stck Ticker09290C103 | Stock NameBLACKROCK ETF TRUST | $ Position$50,963,125 | % Position6.00% | $ Change17.00% | # Change0.00% |
| Stck Ticker464287309 | Stock NameISHARES TR | $ Position$50,864,789 | % Position6.00% | $ Change21.00% | # Change0.00% |
| Stck Ticker464287408 | Stock NameISHARES TR | $ Position$35,967,546 | % Position4.00% | $ Change-9.00% | # Change-16.00% |
| Stck Ticker46429B267 | Stock NameISHARES TR | $ Position$29,915,858 | % Position4.00% | $ Change28.00% | # Change29.00% |
| Stck Ticker09290C665 | Stock NameBLACKROCK ETF TRUST | $ Position$24,271,216 | % Position3.00% | $ Change | # Change |
| Stck Ticker09290C780 | Stock NameBLACKROCK ETF TRUST | $ Position$24,957,565 | % Position3.00% | $ Change28.00% | # Change-20.00% |
| Stck Ticker09290C699 | Stock NameBLACKROCK ETF TRUST | $ Position$14,195,840 | % Position2.00% | $ Change39.00% | # Change43.00% |
| Stck Ticker09290C855 | Stock NameBLACKROCK ETF TRUST | $ Position$20,166,838 | % Position2.00% | $ Change73.00% | # Change41.00% |