| Total AUM | $6.67B |
| Discretionary | $5.54B83% of AUM |
| Non-Discretionary | $1.13B |
| Client Accounts | 3,287 |
| Avg Account Size | $2.0M |
| Employees | 22 |
| Peak AUM | $6.67BMar 2026 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $6.7B | +15.0% | +13.3% | +12.3% | |
| Discretionary AUM | |||||
| Total AUM | $6.67B |
| Discretionary | $5.54B |
| Employees | 22 |
| Client Accounts | 3287 |
| Client Range | 26-50 |
Address
137 BENCHMARK ROAD
AVON CO 81620
Phone
970-688-4188
Filing History
19 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$5.5B
83.1% of AUM
Non-Discretionary
$1.1B
16.9% of AUM
Disc. mix ▲ 1.1pp vs 1 year ago
Custody
| +17.5% /yrover 13 yrs · 19 filings |
Total AUM
$6.7B
| $5.5B |
| +16.5% |
| +17.5% |
| +33.8% |
| Non-Disc. AUM | $1.1B | +8.0% | 1.1% | 14.3% |
| Total Accounts | 3k | +10.7% | +14.6% | +23.4% |
| Avg Account Size | $2M | +3.9% | 1.1% | 8.9% |
| Employees | 22 | +4.8% | +16.3% | +19.6% |
| AUM / Employee | $303M | +9.7% | 2.5% | 6.1% |
Client AUM Segments | |||||
| Wealth AUM | $6.6B | +14.9% | +13.4% | +12.3% | |
| Fund / Pooled AUM | $23M | +32.8% | 8.4% | — | |
Client Count Segments | |||||
| HNW Clients | 40 | — | — | — | — |
| Pooled / Fund | 2 | 0.0% | 0.0% | — | |