| As of Date | 10/21/2026 |
| Registration | SEC, Approved, 09/22/2022 |
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| ADV Location | BIGFORK, MT, United States |
| Contact Info | 760 xxxxxxx |
| Websites |
| AUM* | 183,837,532 38% |
| of that, discretionary | 65,893,309 100% |
| Number of Employees | 4 |
| of those in investment advisory functions | 4 |
| Private Fund GAV* | 0 |
| Avg Account Size | 194,743 6% |
| % High Net Worth | 2.54% -67% |
| 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
- Selection of other advisers
- Publication of periodicals or newsletters
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds