| As of Date | 03/19/2026 |
| Registration | SEC, Approved, 01/21/2020 |
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| ADV Location | MANCHESTER, MO, United States |
| Contact Info | 636 xxxxxxx |
| Websites |
| AUM* | 145,200,000 2% |
| of that, discretionary | 145,000,000 2% |
| Number of Employees | 6 20% |
| of those in investment advisory functions | 5 25% |
| Private Fund GAV* | 0 |
| Avg Account Size | 600,000 157% |
| % High Net Worth | 11.16% -26% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds