| Total AUM | $16.1M |
| Discretionary | $16.1M100% of AUM |
| Client Accounts | 2 |
| Avg Account Size | $8.1M |
| Employees | 7 |
| Peak AUM | $16.1MMar 2026 |
Total AUM
$16M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $16M | +5.6% | +12.0% | — | |
| Discretionary AUM | $16M | ||||
| Total AUM | $16.1M |
| Discretionary | $16.1M |
| Employees | 7 |
| Client Accounts | 2 |
Address
2000 CENTRAL AVE.
BOULDER CO 80301
Phone
1-888-577-7987
Filing History
11 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$16M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
No related registrations reported
| +5.6% |
| +12.0% |
| — |
| Total Accounts | 2 | 0.0% | +26.0% | — |
| Avg Account Size | $8M | +5.6% | 11.1% | — |
| Employees | 7 | 0.0% | 35.4% | +21.6% |
| AUM / Employee | $2M | +5.6% | +73.4% | — |
Client AUM Segments | |||||
| Fund / Pooled AUM | $16M | +5.6% | +12.0% | — | |
Client Count Segments | |||||
| Pooled / Fund | 2 | 0.0% | +26.0% | +17.4% | |