| As of Date | 09/18/2026 |
| Registration | SEC, Approved, 02/27/2017 |
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| ADV Location | SANDUSKY, OH, United States |
| Contact Info | 419 xxxxxxx |
| Websites |
| AUM* | 1,163,783,212 50% |
| of that, discretionary | 1,082,391,612 53% |
| Number of Employees | 27 108% |
| of those in investment advisory functions | 13 |
| Private Fund GAV* | 0 |
| Avg Account Size | 165,216 30% |
| % High Net Worth | 20.13% 66% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds