| As of Date | 07/20/2026 |
| Registration | SEC, Approved, 01/03/2022 |
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| ADV Location | O'FALLON, MO, United States |
| Contact Info | 636 xxxxxxx |
| Websites |
| AUM* | 210,711,241 47% |
| of that, discretionary | 210,711,241 47% |
| Number of Employees | 5 |
| of those in investment advisory functions | 2 100% |
| Private Fund GAV* | 0 |
| Avg Account Size | 109,975 27% |
| % High Net Worth | 3.78% 19% |
| 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
- Commissions
No private funds