Adviser Profile
| As of Date | 04/03/2026 |
| Registration | SEC, Approved, 01/07/2025 |
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| Former registrations | |
| ADV Location | DENVER, CO, United States |
| Contact Info | 303 xxxxxxx |
| Websites |
| AUM* | 183,000,000 24% |
| of that, discretionary | 181,000,000 26% |
| Number of Employees | 2 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 512,605 23% |
| % High Net Worth | 35.18% 7% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
181M
155M
129M
103M
78M
52M
26M
2024
2025
2026
Private Funds
No private funds