STARK RICHARD JOSEPH
DBA: BOULDER ASSET MANAGEMENT
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $426.1M |
| Discretionary | $426.1M100% of AUM |
| Client Accounts | 178 |
| Avg Account Size | $2.4M |
| Employees | 4 |
| Peak AUM | $582.6MMar 2021 |
| AUM CAGR | +0.6% /yrover 24 yrs · 26 filings |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $426M | +0.3% | 4.3% | 3.7% | |
| Discretionary AUM | $426M | ||||
Key Metrics
| Total AUM | $426.1M |
| Discretionary | $426.1M |
| Employees | 4 |
| Client Accounts | 178 |
Contact & Location
Address
9785 MAROON CIRCLE
ENGLEWOOD CO 80112
Phone
303-779-8772
Filing History
26 ADV Part 1 submissions
Fee Structure
% of AUMFixed Fees
Advisory Services
Portfolio Mgmt (Individuals)
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$426M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
Individuals
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
Structure
No related registrations reported