| Total AUM | $1.13B |
| Discretionary | $1.13B100% of AUM |
| Client Accounts | 2,397 |
| Avg Account Size | $470K |
| Employees | 14 |
| Peak AUM | $1.13BFeb 2026 |
| AUM CAGR | +8.2% /yrover 25 yrs · 64 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $1.1B | +22.8% | +13.3% | +7.6% | |
| Discretionary AUM | |||||
| Total AUM | $1.13B |
| Discretionary | $1.13B |
| Employees | 14 |
| Client Accounts | 2397 |
| Client Range | 11-25 |
Address
720 SOUTH COLORADO BLVD
DENVER CO 80246-1904
Phone
303-639-5100
Filing History
64 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$1.1B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
No related registrations reported
Total AUM
$1.1B
| $1.1B |
| +22.8% |
| +13.3% |
| +7.6% |
| Total Accounts | 2k | +0.3% | 3.8% | 2.1% |
| Avg Account Size | $469,640.582 | +22.4% | +17.8% | +9.9% |
| Employees | 14 | 0.0% | +2.4% | 0.0% |
| AUM / Employee | $80M | +22.8% | +10.6% | +7.6% |
Client AUM Segments | |||||
| Wealth AUM | $1.0B | +11.8% | +9.9% | +5.7% | |
| Institutional AUM | $106M | +1806.8% | +184.4% | +99.6% | |
Client Count Segments | |||||
| HNW Clients | 604 | 7.5% | 7.8% | 4.8% | |
| Institutional | 18 | +125.0% | +35.8% | +23.7% | |
| Individuals | 264 | +13.3% | +6.4% | +2.3% | |