| Total AUM | $115.7M |
| Discretionary | $115.7M100% of AUM |
| Client Accounts | 240 |
| Avg Account Size | $482K |
| Employees | 1 |
| Peak AUM | $115.7MMar 2026 |
| AUM CAGR | +3.1% /yrover 25 yrs · 25 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $116M | +10.1% | +6.8% | — | |
| Discretionary AUM | $116M | ||||
| Total AUM | $115.7M |
| Discretionary | $115.7M |
| Employees | 1 |
| Client Accounts | 240 |
| Client Range | 1-10 |
Address
260 NORTH JOSEPHINE STREET
DENVER CO 80220
Phone
7203186634
Filing History
25 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$116M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
No related registrations reported
Total AUM
$116M
| +10.1% |
| +6.8% |
| — |
| Total Accounts | 240 | 42.9% | +113.2% | — |
| Avg Account Size | $481,962.55 | +92.6% | 49.9% | — |
| Employees | 1 | 0.0% | 0.0% | — |
| AUM / Employee | $116M | +10.1% | +6.8% | — |
Client AUM Segments | |||||
| Wealth AUM | $115M | +9.5% | +6.5% | — | |
| Institutional AUM | $719,505 | +619.5% | — | — | |
Client Count Segments | |||||
| HNW Clients | 11 | 0.0% | 0.0% | — | |
| Individuals | 47 | 2.1% | 1.1% | — | |