Adviser Profile

As of Date 03/30/2026
Registration SEC, Approved, 05/29/2013
ADV Location ENGLEWOOD, CO, United States
Contact Info 303 xxxxxxx
Websites
AUM* 98,569,414
of that, discretionary 98,569,414
Number of Employees 1
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 32,856,471
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Other investment advisers

Advisory Activities

Compensation Arrangments

Reported AUM

470M 403M 336M 269M 202M 134M 67M
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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Brochure Summary