| As of Date | 03/12/2026 |
| Registration | SEC, Approved, 01/06/2025 |
| ADV Location | LOGAN, UT, United States |
| Contact Info | 435 xxxxxxx |
| AUM* | 254,557,950 52% |
| of that, discretionary | 254,557,950 52% |
| Number of Employees | 5 |
| of those in investment advisory functions | 4 300% |
| Private Fund GAV* | 254,800,000 52% |
| Avg Account Size | 50,911,590 22% |
| SMA’s | No |
| Private Funds | 5 |
- Pooled investment vehicles
- Portfolio management for pooled investment vehicles
- A percentage of assets under your management
| Count | GAV | |
|---|---|---|
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