| As of Date | 03/30/2026 |
| Registration | SEC, Approved, 02/07/2023 |
| ADV Location | CHESTERFIELD, MO, United States |
| Contact Info | 314 xxxxxxx |
| Websites |
| AUM* | 27,445,079 451% |
| of that, discretionary | 27,445,079 451% |
| Number of Employees | 4 -20% |
| of those in investment advisory functions | 3 -25% |
| Private Fund GAV* | 0 |
| Avg Account Size | 5,489,016 10% |
| SMA’s | No |
| Private Funds | 0 |
- State or municipal government entities
- Insurance companies
- Portfolio management for businesses
- Pension consulting services
- A percentage of assets under your management
No private funds