Denver, CO | Boulder, CO | ||
|---|---|---|---|
| Assets under management | $1.8M | $1.9M | $1.9M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 3 | 2 | 1 |
| Individual clients | 13 | 14 | 11 |
| Assets per client | $135K | $135K | $168K |
| Clients per advisor | 4 | 7 | 11 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2023 | 2026 | 2026 |
| Tools in their stack | 1 | – | – |
| People on Advicer.bio | – | 1 | 1 |
From each firm's latest Form ADV (Feb 2023, May 2026, Sep 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.