| Total AUM | $215.0M |
| Discretionary | $53.7M25% of AUM |
| Non-Discretionary | $161.3M |
| Client Accounts | 54 |
| Avg Account Size | $4.0M |
| Employees | 1 |
| Peak AUM | $215.0MMar 2026 |
Total AUM
$215M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $215M | +2.0% | +11.2% | +11.0% | |
| Discretionary AUM | |||||
| Total AUM | $215.0M |
| Discretionary | $53.7M |
| Employees | 1 |
| Client Accounts | 54 |
| Client Range | 0 |
Address
2101 PEARL STREET
BOULDER CO 80302
Phone
303-956-7074
Filing History
15 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$54M
25.0% of AUM
Non-Discretionary
$161M
75.0% of AUM
Disc. mix ▲ 3.6pp vs 1 year ago
No related registrations reported
| $54M |
| +19.3% |
| +30.2% |
| +22.9% |
| Non-Disc. AUM | $161M | 2.7% | +7.0% | +8.3% |
| Total Accounts | 54 | +20.0% | +17.3% | +25.5% |
| Avg Account Size | $4M | 15.0% | 5.2% | 11.6% |
| Employees | 1 | 0.0% | 0.0% | 0.0% |
| AUM / Employee | $215M | +2.0% | +11.2% | +11.0% |
Client AUM Segments | |||||
| Wealth AUM | $25M | +2.4% | +19.0% | +17.4% | |
| Institutional AUM | $190M | +2.0% | +10.4% | +10.3% | |
Client Count Segments | |||||
| HNW Clients | 12 | 0.0% | — | — | |
| Institutional | 5 | 16.7% | 5.7% | — | |
| Individuals | 7 | 0.0% | 4.2% | +6.8% | |