Adviser Profile
| As of Date | 04/01/2026 |
| Registration | SEC, Approved, 02/23/2026 |
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| Former registrations | |
| ADV Location | GOLDEN, CO, United States |
| Contact Info | 720 xxxxxxx |
| Websites |
| AUM* | 144,773,386 |
| of that, discretionary | 137,362,193 |
| Number of Employees | 4 |
| of those in investment advisory functions | 4 |
| Private Fund GAV* | 0 |
| Avg Account Size | 217,377 |
| % High Net Worth | 25.12% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
137M
118M
98M
78M
59M
39M
20M
2026
Private Funds
No private funds