Boulder, CO | Colorado Springs, CO | ||
|---|---|---|---|
| Assets under management | $151.2M | $159.7M | $143.6M |
| Asset growth, last 2 years | – | +15% | +20% |
| Advisory staff | 1 | 3 | 1 |
| Individual clients | 150 | 75 | 30 |
| Assets per client | $1M | $2.1M | $4.8M |
| Clients per advisor | 150 | 25 | 30 |
| Main custodian | Schwab | Schwab | Banco Santander Intl |
| Filing with the SEC since | 2024 | 2020 | 2013 |
| Tools in their stack | 4 | 1 | – |
| People on Advicer.bio | 1 | 3 | 1 |
From each firm's latest Form ADV (Mar 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.