| As of Date | 01/30/2026 |
| Registration | SEC, Approved, 11/29/2024 |
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| Former registrations | |
| Contact Info | 970 xxxxxxx |
| Websites |
| AUM* | 118,500,000 9% |
| of that, discretionary | 0 |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 410,035 -6% |
| % High Net Worth | 29.90% 0% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Financial planning services
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
No private funds