| Total AUM | $3.72B |
| Discretionary | $3.68B99% of AUM |
| Non-Discretionary | $46.2M |
| Client Accounts | 2,402 |
| Avg Account Size | $1.5M |
| Employees | 37 |
| Peak AUM | $49.63BJul 2004 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $3.7B | +16.8% | +14.3% | +10.4% | |
| Discretionary AUM | |||||
| Total AUM | $3.72B |
| Discretionary | $3.68B |
| Employees | 37 |
| Client Accounts | 2402 |
| Client Range | 51-100 |
Address
1600 BROADWAY
DENVER CO 80202
Phone
303-539-0100
Filing History
115 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$3.7B
98.8% of AUM
Non-Discretionary
$46M
1.2% of AUM
Disc. mix ▲ 0.2pp vs 1 year ago
| +14.0% /yrover 25 yrs · 115 filings |
Total AUM
$3.7B
| $3.7B |
| +17.0% |
| +14.4% |
| +10.2% |
| Non-Disc. AUM | $46M | +3.5% | +11.4% | +43.9% |
| Total Accounts | 2k | +10.2% | +4.2% | +5.4% |
| Avg Account Size | $2M | +6.0% | +9.7% | +4.7% |
| Employees | 37 | +12.1% | +9.7% | +4.3% |
| AUM / Employee | $101M | +4.2% | +4.2% | +5.9% |
Client AUM Segments | |||||
| Wealth AUM | $3.1B | +11.4% | +12.5% | +10.6% | |
| Institutional AUM | $637M | +51.6% | +24.8% | +9.3% | |
| Fund / Pooled AUM | $6M | — | — | — | — |
Client Count Segments | |||||
| HNW Clients | 323 | +8.8% | 11.4% | 25.0% | |
| Institutional | 80 | +45.5% | +6.6% | 4.0% | |
| Pooled / Fund | 1 | — | — | — | — |
| Individuals | 414 | +8.7% | +6.8% | +1.4% | |