| As of Date | 03/27/2026 |
| Registration | SEC, Approved, 01/10/2018 |
| ADV Location | CORALVILLE, IA, United States |
| Contact Info | 319 xxxxxxx |
| Websites |
| AUM* | 278,484,000 56% |
| of that, discretionary | 278,484,000 56% |
| Number of Employees | 2 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 231,877 -7% |
| % High Net Worth | 33.09% 101% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
No private funds