| As of Date | 03/31/2026 |
| Registration | SEC, Approved, 09/20/2024 |
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| ADV Location | VIRDEN, IL, United States |
| Contact Info | 217 xxxxxxx |
| Websites |
| AUM* | 122,522,409 17% |
| of that, discretionary | 122,522,409 17% |
| Number of Employees | 6 20% |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 117,246 5% |
| % High Net Worth | 4.39% 117% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- A percentage of assets under your management
- Hourly charges
No private funds