| As of Date | 08/20/2026 |
| Registration | SEC, Approved, 02/24/2009 |
| ADV Location | GREENWOOD VILLAGE, CO, United States |
| Contact Info | 303 xxxxxxx |
| Websites |
| AUM* | 14,731,075,301 66% |
| of that, discretionary | 14,731,075,301 66% |
| Number of Employees | 52 -12% |
| of those in investment advisory functions | 33 -21% |
| Private Fund GAV* | 0 |
| Avg Account Size | 210,443,933 68% |
| SMA’s | Yes |
| Private Funds | 0 |
- Pension and profit sharing plans
- Charitable organizations
- State or municipal government entities
- 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