Adviser Profile

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

Adviser Type

- Large advisory firm
- Pension consultant

Client Types

- Pension and profit sharing plans
- Charitable organizations
- State or municipal government entities

Advisory Activities

- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

15B 13B 11B 8B 6B 4B 2B
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary