| As of Date | 02/04/2026 |
| Registration | SEC, Approved, 03/14/2022 |
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| ADV Location | BROOKFIELD, WI, United States |
| Contact Info | (26 xxxxxxx |
| Websites |
| AUM* | 135,083,000 18% |
| of that, discretionary | 132,742,000 17% |
| Number of Employees | 2 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,957,725 20% |
| % High Net Worth | 57.97% 7% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
No private funds