Overview
- Headquarters
- Glendale, CO
- Total Firm Assets
- $351 million
- Average High-Net-Worth Client Portfolio Size
- $2.3 million
Fee Disclosure
Source: 2A BROCHURE (2026-01-16)
· View brochure text
Latest filing: 2A BROCHURE (2026-03-17)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | and above | 1.75% |
Stated Minimum Annual Fee: $2,500
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $17,500 | 1.75% |
| $5 million | $87,500 | 1.75% |
| $10 million | $175,000 | 1.75% |
| $50 million | $875,000 | 1.75% |
| $100 million | $1,750,000 | 1.75% |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 49.43%
- Number of High-Net-Worth Clients
- 74
- Total Client Accounts
- 1,187
- Discretionary Accounts
- 1,078
- Non-Discretionary Accounts
- 109
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Regulatory Filings
- SEC CRD Number
- 290770
- 2A BROCHURE (2026-03-17) · View brochure text
- 2A BROCHURE (2026-01-16) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗