Adviser Profile

As of Date 01/30/2026
Registration SEC, Approved, 04/22/2016
Other registrations (4)
ADV Location CENTENNIAL, CO, United States
Contact Info 303 xxxxxxx
Websites
AUM* 914,955,513 16%
of that, discretionary 681,379,416 29%
Number of Employees 2
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 2,999,854 87%
SMA’s Yes
Private Funds 0

Adviser Type

- Pension consultant
- Multi-state adviser

Client Types

- Pension and profit sharing plans

Advisory Activities

- Pension consulting services

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

681M 584M 487M 389M 292M 195M 97M
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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