Adviser Profile

As of Date 03/23/2026
Registration SEC, Approved, 10/27/2016
ADV Location DENVER, CO, United States
Contact Info 844 xxxxxxx
Websites
AUM* 190,406,969 -2%
of that, discretionary 190,406,969 -2%
Number of Employees 5
of those in investment advisory functions
Private Fund GAV* 0
Avg Account Size 459,920 -54%
% High Net Worth 26.13% 23%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges

Reported AUM

195M 167M 139M 111M 83M 56M 28M
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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Top Holdings

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Stck Ticker595112103 Stock NameMICRON TECHNOLOGY INC $ Position$4,609,827 % Position4.00% $ Change-4.00% # Change-19.00%
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Stck Ticker30303M102 Stock NameMETA PLATFORMS INC $ Position$1,975,058 % Position2.00% $ Change-22.00% # Change-10.00%
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Stck Ticker88160R101 Stock NameTESLA INC $ Position$1,997,042 % Position2.00% $ Change-9.00% # Change10.00%
Stck Ticker00301W105 Stock NameABRDN EMERGING MARKETS EX CH $ Position$1,652,598 % Position2.00% $ Change-48.00% # Change-50.00%

Brochure Summary