| As of Date | 03/03/2026 |
| Registration | SEC, Approved, 05/24/2021 |
| ADV Location | BROOKFIELD, WI, United States |
| Contact Info | 262 xxxxxxx |
| Websites |
| AUM* | 352,921,514 43% |
| of that, discretionary | 352,921,514 43% |
| Number of Employees | 5 25% |
| of those in investment advisory functions | 4 100% |
| Private Fund GAV* | 0 |
| Avg Account Size | 2,800,964 23% |
| % High Net Worth | 99.21% 0% |
| SMA’s | No |
| Private Funds | 0 |
- High net worth individuals
- Charitable organizations
- Financial planning services
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
No private funds