| As of Date | 03/30/2026 |
| Registration | SEC, Approved, 04/26/1972 |
| ADV Location | DENVER, CO, United States |
| Contact Info | 303 xxxxxxx |
| Websites |
| AUM* | 76,319,944 47% |
| of that, discretionary | 19,901,160 8% |
| Number of Employees | 21 24% |
| of those in investment advisory functions | 16 7% |
| Private Fund GAV* | 0 |
| Avg Account Size | 459,759 33% |
| % High Net Worth | 2.41% 20% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Investment companies
- Pension and profit sharing plans
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses
- Selection of other advisers
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds