Denver, CO | |||
|---|---|---|---|
| Assets under management | $16.7M | $17.6M | $15.9M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 2 | 1 | 2 |
| Individual clients | 45 | 34 | 26 |
| Assets per client | $371K | $517K | $610K |
| Clients per advisor | 23 | 34 | 13 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 7 | – | – |
| People on Advicer.bio | 3 | 1 | 2 |
From each firm's latest Form ADV (Jul 2026, Mar 2026, Jan 2026). Firms report assets once a year, so growth is their latest annual filing against the one two years before, including market gains and any acquisitions.