| Total AUM | $212.2M |
| Discretionary | $212.2M100% of AUM |
| Client Accounts | 557 |
| Avg Account Size | $381K |
| Employees | 3 |
| Peak AUM | $212.2MMar 2026 |
Total AUM
$212M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $212M | +26.3% | +17.2% | +12.8% | |
| Discretionary AUM | |||||
| Total AUM | $212.2M |
| Discretionary | $212.2M |
| Employees | 3 |
| Client Accounts | 557 |
| Client Range | 1-10 |
Address
1777 S. HARRISON STREET
DENVER CO 80210
Phone
303-584-9271
Filing History
14 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$212M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
No related registrations reported
| $212M |
| +26.3% |
| +17.2% |
| +12.8% |
| Total Accounts | 557 | +2.6% | +0.9% | +2.9% |
| Avg Account Size | $380,933.28 | +23.1% | +16.1% | +9.6% |
| Employees | 3 | 0.0% | 8.9% | 5.6% |
| AUM / Employee | $71M | +26.3% | +28.6% | +19.5% |
Client AUM Segments | |||||
| Wealth AUM | $200M | +24.7% | +14.9% | +12.4% | |
| Institutional AUM | $12M | +56.8% | — | +20.6% | |
Client Count Segments | |||||
| HNW Clients | 85 | +2.4% | +2.4% | 6.4% | |
| Institutional | 1 | — | — | — | |
| Individuals | 67 | +1.5% | +2.0% | +38.8% | |