| As of Date | 01/22/2026 |
| Registration | SEC, Approved, 02/25/2022 |
|
|
|
| ADV Location | FAIRVIEW PARK, OH, United States |
| Contact Info | 440 xxxxxxx |
| AUM* | 159,092,630 41% |
| of that, discretionary | 159,092,630 41% |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 266,041 35% |
| % High Net Worth | 18.34% -35% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds