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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-26-2011
- Office Locations
- 1
Office Locations
About Mile High Investments, LLC
Mile High Investments, LLC is an independent Portsmouth, NH advisory focused on helping individuals and business owners with financial planning, insurance and retirement planning, estate planning, and wealth preservation. The firm builds portfolios through asset allocation using mutual funds and ETFs, and emphasizes client education with newsletters, calculators, research reports, and market-performance data. Custody includes Charles Schwab.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 121 clients, or 121 clients per representative. That equates to $843.7K in reported AUM per client.
The profile lists 1 reported office location and 15 years in operation. The source data was last updated on February 13, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Investment Themes
- Investment Vehicles
- Services
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The full Mile High Investments, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
DAVID ARTHUR SINCLAIR
Chief Compliance Officer, Managing Member, President
- CRD
- #5404140
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No contact records available.
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $102,091,442 | -- |
| Non-Discretionary | $0 | -- |
| Total | $102,091,442 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Mile High Investments, LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.