| As of Date | 01/14/2026 |
| Registration | SEC, Approved, 06/03/2019 |
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| ADV Location | WAUWATOSA, WI, United States |
| Contact Info | 414 xxxxxxx |
| Websites |
| AUM* | 129,418,311 5% |
| of that, discretionary | 129,418,311 5% |
| Number of Employees | 4 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 337,907 11% |
| % High Net Worth | 21.79% 92% |
| 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