| As of Date | 09/22/2026 |
| Registration | SEC, Approved, 08/16/2022 |
| ADV Location | COEUR D'ALENE, ID, United States |
| Contact Info | 800 xxxxxxx |
| Websites |
| AUM* | 1,558,055,845 259% |
| of that, discretionary | 1,558,055,845 259% |
| Number of Employees | 15 88% |
| of those in investment advisory functions | 3 -25% |
| Private Fund GAV* | 0 |
| Avg Account Size | 234,224 360% |
| % High Net Worth | 3.19% 100% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Selection of other advisers
- Publication of periodicals or newsletters
- Market timing services
- A percentage of assets under your management
No private funds