| As of Date | 03/11/2026 |
| Registration | SEC, Approved, 06/13/2018 |
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| Contact Info | 419 xxxxxxx |
| AUM* | 187,923,640 13% |
| of that, discretionary | 50,283,714 395% |
| Number of Employees | 2 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 8,170,593 28% |
| % High Net Worth | 48.15% 14% |
| SMA’s | Yes |
| Private Funds | 0 |
- High net worth individuals
- State or municipal government entities
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- A percentage of assets under your management
No private funds