Glenwood Springs, CO | Evergreen, CO | Milpitas, CA | |
|---|---|---|---|
| Assets under management | $3.4M | $3.6M | $3.6M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 4 |
| Individual clients | – | 6 | 6 |
| Assets per client | – | $604K | $593K |
| Clients per advisor | – | 6 | 2 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 2 | – | – |
| People on Advicer.bio | 1 | 1 | 15 |
From each firm's latest Form ADV (Mar 2026, Sep 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.