| As of Date | 03/20/2026 |
| Registration | SEC, Approved, 10/06/2006 |
| ADV Location | DENVER, CO, United States |
| Contact Info | 303 xxxxxxx |
| Websites |
| AUM* | 370,848,650 28% |
| of that, discretionary | 370,848,650 28% |
| Number of Employees | 3 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 663,414 16% |
| % High Net Worth | 60.71% 2% |
| 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
- A percentage of assets under your management
- Hourly charges
No private funds