| As of Date | 01/05/2026 |
| Registration | SEC, Approved, 03/29/2024 |
|
|
|
| ADV Location | LIMA, OH, United States |
| Contact Info | 419 xxxxxxx |
| AUM* | 269,406,039 31% |
| of that, discretionary | 0 |
| Number of Employees | 2 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 990,463 -1% |
| % High Net Worth | 56.62% -14% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
- A percentage of assets under your management
No private funds