| As of Date | 02/18/2026 |
| Registration | SEC, Approved, 08/25/2017 |
| ADV Location | CEDAR FALLS, IA, United States |
| Contact Info | 319 xxxxxxx |
| Websites |
| AUM* | 539,558,246 30% |
| of that, discretionary | 539,558,246 30% |
| Number of Employees | 3 -25% |
| of those in investment advisory functions | 3 -25% |
| Private Fund GAV* | 0 |
| Avg Account Size | 216,690 37% |
| % High Net Worth | 19.05% -6% |
| 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