| As of Date | 05/27/2026 |
| Registration | SEC, Approved, 10/28/2024 |
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| ADV Location | MADISON, WI, United States |
| Contact Info | (60 xxxxxxx |
| Websites |
| AUM* | 276,678,000 |
| of that, discretionary | 252,996,000 100% |
| Number of Employees | 5 400% |
| of those in investment advisory functions | 3 200% |
| Private Fund GAV* | 0 |
| Avg Account Size | 762,198 |
| % High Net Worth | 54.84% |
| 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
- Selection of other advisers
- A percentage of assets under your management
No private funds