| Total AUM | $129.8M |
| Discretionary | $108.8M84% of AUM |
| Non-Discretionary | $21.0M |
| Client Accounts | 141 |
| Avg Account Size | $920K |
| Employees | 1 |
| Peak AUM | $129.8MFeb 2026 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $130M | +12.7% | — | — | |
| Discretionary AUM | $109M | ||||
| Total AUM | $129.8M |
| Discretionary | $108.8M |
| Employees | 1 |
| Client Accounts | 141 |
Phone
303-520-5187
Filing History
21 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$109M
83.8% of AUM
Non-Discretionary
$21M
16.2% of AUM
Disc. mix ▼ 2.5pp vs 1 year ago
No related registrations reported
| +6.3% /yrover 23 yrs · 21 filings |
Total AUM
$130M
| — |
| — |
| Non-Disc. AUM | $21M | +32.9% | — | — |
| Total Accounts | 141 | +17.5% | — | — |
| Avg Account Size | $920,374.688 | 4.1% | — | — |
| Employees | 1 | 0.0% | — | — |
| AUM / Employee | $130M | +12.7% | — | — |
Client AUM Segments | |||||
| Wealth AUM | $130M | +12.7% | — | — | |
Client Count Segments | |||||
| Individuals | 36 | +2.9% | — | — | |