| As of Date | 04/01/2026 |
| Registration | SEC, Approved, 05/09/2016 |
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| ADV Location | LAKE GENEVA, WI, United States |
| Contact Info | 262 xxxxxxx |
| Websites |
| AUM* | 423,600,853 33% |
| of that, discretionary | 423,600,853 33% |
| Number of Employees | 9 13% |
| of those in investment advisory functions | 9 13% |
| Private Fund GAV* | 0 |
| Avg Account Size | 335,925 27% |
| % High Net Worth | 13.98% 45% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Corporations or other businesses not listed above
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- A percentage of assets under your management
No private funds