Louisville, CO | Denver, CO | ||
|---|---|---|---|
| Assets under management | $32M | $34M | $33.6M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 2 | 1 |
| Individual clients | 32 | 48 | 23 |
| Assets per client | $1000K | $708K | $1.5M |
| Clients per advisor | 32 | 24 | 23 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2025 |
| Tools in their stack | – | – | – |
| People on Advicer.bio | 1 | 2 | 1 |
From each firm's latest Form ADV (Mar 2026, Feb 2026, Dec 2025). 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.