| As of Date | 03/16/2026 |
| Registration | SEC, Approved, 05/31/2024 |
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| ADV Location | INDEPENDENCE, OH, United States |
| Contact Info | 216 xxxxxxx |
| AUM* | 138,428,164 72% |
| of that, discretionary | 138,428,164 72% |
| Number of Employees | 5 -17% |
| of those in investment advisory functions | 5 -17% |
| Private Fund GAV* | 0 |
| Avg Account Size | 138,428,164 72% |
| SMA’s | No |
| Private Funds | 0 |
- Investment companies
- Portfolio management for investment companies
- A percentage of assets under your management
No private funds