| As of Date | 03/27/2026 |
| Registration | SEC, Approved, 01/06/2025 |
| ADV Location | LOGAN, UT, United States |
| Contact Info | 435 xxxxxxx |
| Websites |
| AUM* | 337,284,557 8% |
| of that, discretionary | 337,284,557 8% |
| Number of Employees | 7 -22% |
| of those in investment advisory functions | 6 20% |
| Private Fund GAV* | 337,284,558 8% |
| Avg Account Size | 15,331,116 8% |
| SMA’s | No |
| Private Funds | 23 |
- Pooled investment vehicles
- Portfolio management for pooled investment vehicles
- A percentage of assets under your management
- Performance-based fees
| Count | GAV | |
|---|---|---|
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