| Total AUM | $124.3M |
| Discretionary | $124.3M100% of AUM |
| Client Accounts | 929 |
| Avg Account Size | $134K |
| Employees | 7 |
| Peak AUM | $132.4MMar 2023 |
| AUM CAGR | +3.3% /yrover 6 yrs · 28 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $124M | +11.8% | 2.1% | +2.0% | |
| Discretionary AUM | |||||
| Total AUM | $124.3M |
| Discretionary | $124.3M |
| Employees | 7 |
| Client Accounts | 929 |
| Client Range | 1-10 |
Address
10155 WESTMOOR DRIVE
WESTMINSTER CO 80021-2627
Phone
(720) 588-2000
Filing History
28 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$124M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 1.3pp vs 1 year ago
Total AUM
$124M
| $124M |
| +13.2% |
| 2.1% |
| +2.0% |
| Total Accounts | 929 | 0.0% | 6.3% | +0.9% |
| Avg Account Size | $133,747.351 | +11.8% | +4.5% | +1.1% |
| Employees | 7 | 0.0% | 14.0% | 6.9% |
| AUM / Employee | $18M | +11.8% | +13.8% | +9.6% |
Client AUM Segments | |||||
| Wealth AUM | $124M | +11.8% | 2.0% | +2.0% | |
Client Count Segments | |||||
| HNW Clients | 536 | +4.7% | +3.5% | +2.4% | |
| Individuals | 6 | 0.0% | 58.7% | 7.8% | |