| Total AUM | $72.0M |
| Discretionary | $71.2M99% of AUM |
| Non-Discretionary | $808K |
| Client Accounts | 65 |
| Avg Account Size | $1.1M |
| Employees | 1 |
| Peak AUM | $372.1MMar 2018 |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $72M | +16.0% | +12.7% | +5.9% | |
| Discretionary AUM | |||||
| Total AUM | $72.0M |
| Discretionary | $71.2M |
| Employees | 1 |
| Client Accounts | 65 |
| Client Range | 26-50 |
Address
1636 LOGAN STREET
DENVER CO 80203
Phone
804-267-7418
Filing History
56 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$71M
98.9% of AUM
Non-Discretionary
$807,760
1.1% of AUM
Disc. mix ▲ 0.2pp vs 1 year ago
Total AUM
$72M
| $71M |
| +16.3% |
| +13.1% |
| +6.2% |
| Non-Disc. AUM | $807,760 | +0.2% | 9.8% | 9.1% |
| Total Accounts | 65 | +6.6% | 0.0% | +0.6% |
| Avg Account Size | $1M | +8.9% | +12.7% | +5.3% |
| Employees | 1 | 0.0% | 0.0% | 0.0% |
| AUM / Employee | $72M | +16.0% | +12.7% | +5.9% |
Client AUM Segments | |||||
| Wealth AUM | $50M | +3.2% | +12.4% | +3.9% | |
| Institutional AUM | $7M | +14.6% | +10.6% | +6.7% | |
| Other AUM | $16M | +94.0% | +14.6% | +13.8% | |
Client Count Segments | |||||
| HNW Clients | 11 | +10.0% | 18.1% | 10.4% | |
| Institutional | 3 | 0.0% | 20.6% | 15.6% | |
| Individuals | 28 | +3.7% | +36.5% | 2.0% | |