Adviser Profile
| As of Date | 03/27/2026 |
| Registration | SEC, Approved, 08/07/2024 |
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| Former registrations | |
| ADV Location | DENVER, CO, United States |
| Contact Info | 720 xxxxxxx |
| Websites |
| AUM* | 115,671,012 13% |
| of that, discretionary | 115,671,012 13% |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 481,963 -72% |
| % High Net Worth | 78.33% -2% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Corporations or other businesses not listed above
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
116M
99M
83M
66M
50M
33M
17M
2024
2025
2026
Private Funds
No private funds