Adviser Profile

As of Date 04/07/2026
Registration SEC, Approved, 12/03/2018
Other registrations (1)
ADV Location DENVER, CO, United States
Contact Info (72 xxxxxxx
Websites
AUM* 722,477,179 92%
of that, discretionary 688,481,009 92%
Number of Employees 9 13%
of those in investment advisory functions 9 80%
Private Fund GAV* 0
Avg Account Size 301,032 -57%
% High Net Worth 20.50% -47%
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

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers

Compensation Arrangments

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

Reported AUM

688M 590M 492M 393M 295M 197M 98M
2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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