| As of Date | 09/03/2026 |
| Registration | SEC, Approved, 05/10/2019 |
|
|
|
| ADV Location | MISHAWAKA, IN, United States |
| Contact Info | 574 xxxxxxx |
| Websites |
| AUM* | 616,442,794 51% |
| of that, discretionary | 600,239,631 55% |
| Number of Employees | 16 60% |
| of those in investment advisory functions | 6 -14% |
| Private Fund GAV* | 0 |
| Avg Account Size | 221,423 36% |
| % High Net Worth | 23.18% 56% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Other investment advisers
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
No private funds