Boulder, CO | |||
|---|---|---|---|
| Assets under management | $69.8M | $73.4M | $66.3M |
| Asset growth, last 2 years | – | +82% | +7,267% |
| Advisory staff | 1 | 1 | 4 |
| Individual clients | 17 | 15 | 54 |
| Assets per client | $4.1M | $4.9M | $1.2M |
| Clients per advisor | 17 | 15 | 14 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2012 or earlier | 2012 or earlier |
| Tools in their stack | – | – | 1 |
| People on Advicer.bio | 1 | – | 4 |
From each firm's latest Form ADV (Mar 2026, Jan 2026, May 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.