| As of Date | 03/11/2026 |
| Registration | SEC, Approved, 11/09/2020 |
| ADV Location | BOZEMAN, MT, United States |
| Contact Info | 877 xxxxxxx |
| AUM* | 228,689,025 12% |
| of that, discretionary | 228,689,025 12% |
| Number of Employees | 3 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 228,689,025 12% |
| SMA’s | No |
| Private Funds | 0 |
- Investment companies
- Portfolio management for investment companies
- A percentage of assets under your management
No private funds