| As of Date | 02/27/2026 |
| Registration | SEC, Approved, 03/08/2022 |
| ADV Location | EVANSVILLE, WI, United States |
| Contact Info | 608 xxxxxxx |
| Websites |
| AUM* | 159,021,823 36% |
| of that, discretionary | 159,021,823 36% |
| Number of Employees | 4 -20% |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 167,922 22% |
| % High Net Worth | 8.75% 100% |
| 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
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
No private funds