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TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$108.5M
Total AUM
| Category | Value |
|---|---|
| Non-Discretionary | 108.5M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 286233 |
| SEC Number | 801-131516 |
| Phone | 970-776-4346 |
| Total Employees | 1 |
| Business Types | accountant |
Client Count by Type (94 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 64 |
| High Net Worth Individual… | 28 |
| Charitable Organizations | 2 |
County data not available for this organization.