| Total AUM | $119.0M |
| Discretionary | $109.4M92% of AUM |
| Non-Discretionary | $9.5M |
| Client Accounts | 536 |
| Avg Account Size | $222K |
| Employees | 11 |
| Peak AUM | $119.0MMar 2026 |
Total AUM
$119M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $119M | — | — | — | — |
| Discretionary AUM | $109M | — | — | ||
| Total AUM | $119.0M |
| Discretionary | $109.4M |
| Employees | 11 |
| Client Accounts | 536 |
| Client Range | 0 |
Address
8310 S VALLEY HIGHWAY
ENGLEWOOD CO 80112
Phone
303-791-2253
Filing History
5 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$109M
92.0% of AUM
Non-Discretionary
$10M
8.0% of AUM
— |
| Non-Disc. AUM | $10M | — | — | — | — |
| Total Accounts | 536 | — | — | — | — |
| Avg Account Size | $221,948.929 | — | — | — | — |
| Employees | 11 | 0.0% | — | — | — |
| AUM / Employee | $11M | — | — | — | — |
Client AUM Segments | |||||
| Wealth AUM | $118M | — | — | — | — |
| Institutional AUM | $830,526 | — | — | — | — |
Client Count Segments | |||||
| HNW Clients | 172 | — | — | — | — |
| Institutional | 7 | — | — | — | — |
| Individuals | 27 | — | — | — | — |