| Total AUM | $875.9M |
| Discretionary | $875.9M100% of AUM |
| Client Accounts | 297 |
| Avg Account Size | $2.9M |
| Employees | 14 |
| Peak AUM | $5.59BMar 2007 |
| AUM CAGR | +1.7% /yrover 25 yrs · 68 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $876M | +10.4% | +9.7% | +0.9% | |
| Discretionary AUM | |||||
| Total AUM | $875.9M |
| Discretionary | $875.9M |
| Employees | 14 |
| Client Accounts | 297 |
Address
8480 E ORCHARD ROAD
GREENWOOD VILLAGE CO 80111
Phone
303-790-1600
Filing History
68 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$876M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
No related registrations reported
Total AUM
$876M
| $876M |
| +10.4% |
| +9.7% |
| +1.4% |
| Total Accounts | 297 | 12.9% | 20.2% | 23.5% |
| Avg Account Size | $3M | +26.7% | +37.4% | +32.0% |
| Employees | 14 | +7.7% | +2.4% | 4.8% |
| AUM / Employee | $63M | +2.5% | +7.2% | +6.0% |
Client AUM Segments | |||||
| Wealth AUM | $93M | +8.2% | +4.7% | 15.6% | |
| Fund / Pooled AUM | $783M | +10.6% | +10.4% | +4.8% | |
Client Count Segments | |||||
| HNW Clients | 283 | 13.5% | 20.7% | 24.1% | |
| Pooled / Fund | 7 | 0.0% | 0.0% | 0.0% | |
| Individuals | 7 | 0.0% | 10.6% | +6.8% | |