Adviser Profile
| As of Date | 03/10/2026 |
| Registration | SEC, Approved, 06/21/2024 |
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| Former registrations | |
| ADV Location | POLAND, OH, United States |
| Contact Info | 330 xxxxxxx |
| Websites |
| AUM* | 159,131,344 56% |
| of that, discretionary | 159,131,344 56% |
| Number of Employees | 2 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 173,724 -2% |
| % High Net Worth | 7.18% 29% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Corporations or other businesses not listed above
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
Reported AUM
159M
136M
114M
91M
68M
45M
23M
2024
2025
2026
Private Funds
No private funds