| Total AUM | $253.3M |
| Discretionary | $107.6M42% of AUM |
| Non-Discretionary | $145.7M |
| Client Accounts | 213 |
| Avg Account Size | $1.2M |
| Employees | 6 |
| Peak AUM | $269.7MMar 2024 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $253M | 6.1% | +60.0% | — | |
| Discretionary AUM | $108M | ||||
| Total AUM | $253.3M |
| Discretionary | $107.6M |
| Employees | 6 |
| Client Accounts | 213 |
| Client Range | 26-50 |
Address
155 INVERNESS DR W
ENGLEWOOD CO 80112-6831
Phone
8003031553
Filing History
20 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$108M
42.5% of AUM
Non-Discretionary
$146M
57.5% of AUM
Disc. mix ▲ 0.7pp vs 1 year ago
No related registrations reported
| +293.9% /yrover 3 yrs · 20 filings |
Total AUM
$253M
| 4.5% |
| +20.3% |
| — |
| Non-Disc. AUM | $146M | 7.2% | — | — |
| Total Accounts | 213 | +32.3% | +110.0% | — |
| Avg Account Size | $1M | 29.0% | 23.8% | — |
| Employees | 6 | 0.0% | +26.0% | — |
| AUM / Employee | $42M | 6.1% | +27.0% | — |
Client AUM Segments | |||||
| Wealth AUM | $252M | 5.1% | +61.9% | — | |
| Institutional AUM | $2M | +31.9% | — | — | |
Client Count Segments | |||||
| HNW Clients | 23 | +53.3% | +15.3% | — | |
| Institutional | 3 | +50.0% | — | — | |
| Individuals | 23 | 11.5% | +56.5% | — | |