Fort Collins, CO | |||
|---|---|---|---|
| Assets under management | $8.8M | $9.2M | $8.3M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 5 |
| Individual clients | 21 | – | 36 |
| Assets per client | $419K | – | $232K |
| Clients per advisor | 21 | – | 7 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2020 | 2026 | 2026 |
| Tools in their stack | – | – | 2 |
| People on Advicer.bio | 1 | 1 | 4 |
From each firm's latest Form ADV (Mar 2020, Feb 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.