| Total AUM | $322.0M |
| Discretionary | $284.0M88% of AUM |
| Non-Discretionary | $38.0M |
| Client Accounts | 356 |
| Avg Account Size | $905K |
| Employees | 6 |
| Peak AUM | $322.0MMar 2026 |
Total AUM
$322M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $322M | — | — | — | — |
| Discretionary AUM | $284M | — | — | ||
| Total AUM | $322.0M |
| Discretionary | $284.0M |
| Employees | 6 |
| Client Accounts | 356 |
Address
820 PEARL STREET
BOULDER CO 80302
Phone
303.396.6204
Filing History
5 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$284M
88.2% of AUM
Non-Discretionary
$38M
11.8% of AUM
Custody
No related registrations reported
— |
| Non-Disc. AUM | $38M | — | — | — | — |
| Total Accounts | 356 | — | — | — | — |
| Avg Account Size | $904,593.823 | — | — | — | — |
| Employees | 6 | +200.0% | — | — | — |
| AUM / Employee | $54M | — | — | — | — |
Client AUM Segments | |||||
| Wealth AUM | $288M | — | — | — | — |
| Fund / Pooled AUM | $34M | — | — | — | — |
Client Count Segments | |||||
| Pooled / Fund | 5 | — | — | — | — |
| Individuals | 60 | — | — | — | — |