| As of Date | 01/08/2026 |
| Registration | SEC, Approved, 03/25/2019 |
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| ADV Location | DAVENPORT, IA, United States |
| Contact Info | 800 xxxxxxx |
| AUM* | 530,000,000 37% |
| of that, discretionary | 530,000,000 85% |
| Number of Employees | 3 50% |
| of those in investment advisory functions | 3 50% |
| Private Fund GAV* | 0 |
| Avg Account Size | 495,327 23% |
| % High Net Worth | 37.38% 21% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Banking or thrift institutions
- Charitable organizations
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- A percentage of assets under your management
No private funds