Denver, CO | |||
|---|---|---|---|
| Assets under management | $87.6M | $92M | $92M |
| Asset growth, last 2 years | – | +31% | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 75 | 73 | 60 |
| Assets per client | $1.2M | $1.3M | $1.5M |
| Clients per advisor | 75 | 73 | 60 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2012 or earlier | 2026 |
| Tools in their stack | – | – | 2 |
| People on Advicer.bio | 1 | 1 | 1 |
From each firm's latest Form ADV (Jan 2026, Apr 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.