| As of Date | 08/18/2026 |
| Registration | SEC, Approved, 01/03/2022 |
| ADV Location | INDEPENDENCE, MO, United States |
| Contact Info | 816 xxxxxxx |
| Websites |
| AUM* | 258,581,223 16% |
| of that, discretionary | 258,581,223 16% |
| Number of Employees | 8 14% |
| of those in investment advisory functions | 6 50% |
| Private Fund GAV* | 0 |
| Avg Account Size | 169,784 8% |
| % High Net Worth | 4.67% -48% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Financial planning services
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds