| As of Date | 02/26/2026 |
| Registration | SEC, Approved, 03/11/2021 |
| ADV Location | KETCHUM, ID, United States |
| Contact Info | 208 xxxxxxx |
| Websites |
| AUM* | 210,568,182 42% |
| of that, discretionary | 207,156,137 40% |
| Number of Employees | 2 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 405,719 39% |
| % High Net Worth | 38.30% -52% |
| SMA’s | No |
| 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
- A percentage of assets under your management
- Hourly charges
No private funds