| As of Date | 03/24/2026 |
| Registration | SEC, Approved, 03/13/2024 |
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| ADV Location | BRATENAHL, OH, United States |
| Contact Info | 440 xxxxxxx |
| Websites |
| AUM* | 382,000,000 151% |
| of that, discretionary | 382,000,000 151% |
| Number of Employees | 2 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,452,471 141% |
| % High Net Worth | 63.12% 6% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Corporations or other businesses not listed above
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- A percentage of assets under your management
No private funds