Adviser Profile
| As of Date | 01/28/2026 |
| Registration | Colorado, Approved, 01/21/2025 |
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| Former registrations | |
| Contact Info | 303 xxxxxxx |
| Websites |
| AUM* | 51,038,312 -27% |
| of that, discretionary | 12,575,836 37% |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 2,430,396 -24% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- Pension and profit sharing plans
- Charitable organizations
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
1
1
1
1
Private Funds
No private funds