| As of Date | 06/22/2026 |
| Registration | SEC, Approved, 10/08/2024 |
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| ADV Location | BOISE, ID, United States |
| Contact Info | 208 xxxxxxx |
| Websites |
| AUM* | 265,200,867 160% |
| of that, discretionary | 172,756,315 69% |
| Number of Employees | 5 -17% |
| of those in investment advisory functions | 5 25% |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,073,688 83% |
| % High Net Worth | 12.17% -47% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- State or municipal government entities
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Educational seminars/workshops
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds