| As of Date | 03/26/2026 |
| Registration | SEC, Approved, 01/03/2017 |
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| ADV Location | MADISON, WI, United States |
| Contact Info | 608 xxxxxxx |
| Websites |
| AUM* | 366,642,843 33% |
| of that, discretionary | 366,642,843 33% |
| Number of Employees | 6 100% |
| of those in investment advisory functions | 3 50% |
| Private Fund GAV* | 0 |
| Avg Account Size | 411,496 37% |
| % High Net Worth | 38.11% -7% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Financial planning services
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
No private funds