| As of Date | 08/28/2026 |
| Registration | SEC, Approved, 08/25/2020 |
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| ADV Location | MADISON, WI, United States |
| Contact Info | 833 xxxxxxx |
| Websites |
| AUM* | 5,189,412,490 13% |
| of that, discretionary | 2,856,164,691 30% |
| Number of Employees | 31 -3% |
| of those in investment advisory functions | 21 |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,946,516 -8% |
| % High Net Worth | 28.42% 8% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- State or municipal government entities
- Corporations or other businesses not listed above
- 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
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name FRANK, RIMERMAN + CO, LLP | Filing Date10/22/2024 | Form ADV-E View Report |
| Accounting Firm Name FRANK, RIMERMAN + CO, LLP | Filing Date09/11/2023 | Form ADV-E View Report |