| As of Date | 02/18/2026 |
| Registration | SEC, Approved, 04/04/1975 |
| ADV Location | MEQUON, WI, United States |
| Contact Info | 262 xxxxxxx |
| Websites |
| AUM* | 250,005,853 36% |
| of that, discretionary | 250,005,853 36% |
| Number of Employees | 2 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,923,122 6% |
| % High Net Worth | 67.71% 3% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Other
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- A percentage of assets under your management
No private funds