| Total AUM | $171.0M |
| Discretionary | $136.2M80% of AUM |
| Non-Discretionary | $34.8M |
| Client Accounts | 199 |
| Avg Account Size | $859K |
| Employees | 5 |
| Peak AUM | $254.9MMar 2022 |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $171M | 25.0% | 5.9% | 4.9% | |
| Discretionary AUM | $136M | ||||
| Total AUM | $171.0M |
| Discretionary | $136.2M |
| Employees | 5 |
| Client Accounts | 199 |
| Client Range | 11-25 |
Address
370 INTERLOCKEN BLVD.,
BROOMFIELD CO 80021
Phone
303-442-3670
Filing History
20 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$136M
79.7% of AUM
Non-Discretionary
$35M
20.3% of AUM
Disc. mix ▼ 1.6pp vs 1 year ago
Total AUM
$171M
| 26.5% |
| 6.4% |
| 3.6% |
| Non-Disc. AUM | $35M | 18.4% | 3.8% | 9.1% |
| Total Accounts | 199 | 65.9% | 29.2% | 23.7% |
| Avg Account Size | $859,146.859 | +119.8% | +33.0% | +24.6% |
| Employees | 5 | 37.5% | 25.3% | 9.0% |
| AUM / Employee | $34M | +20.0% | +26.0% | +4.5% |
Client AUM Segments | |||||
| Wealth AUM | $121M | 37.2% | 8.4% | 2.3% | |
| Institutional AUM | $49M | +42.0% | +2.0% | 9.9% | |
| Fund / Pooled AUM | $381,652 | +592.8% | — | — | |
Client Count Segments | |||||
| HNW Clients | 153 | 24.3% | +3.7% | +9.8% | |
| Institutional | 30 | +3.4% | +2.3% | 11.1% | |
| Pooled / Fund | 1 | 0.0% | — | — | |
| Individuals | 211 | +126.9% | +29.1% | +16.3% | |