| As of Date | 04/30/2026 |
| Registration | SEC, Approved, 11/12/2020 |
| ADV Location | PLATTEVILLE, WI, United States |
| Contact Info | 608 xxxxxxx |
| Websites |
| AUM* | 913,963,492 79% |
| of that, discretionary | 873,852,978 82% |
| Number of Employees | 23 130% |
| of those in investment advisory functions | 9 29% |
| Private Fund GAV* | 0 |
| Avg Account Size | 781,165 317% |
| % High Net Worth | 20.77% 52% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- 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
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds