| As of Date | 03/11/2026 |
| Registration | SEC, Approved, 03/04/2025 |
| ADV Location | FOREST CITY, IA, United States |
| Contact Info | 641 xxxxxxx |
| Websites |
| AUM* | 7,708,704 |
| of that, discretionary | 7,708,704 |
| Number of Employees | 5 67% |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 7,708,704 |
| SMA’s | No |
| Private Funds | 0 |
- Investment companies
- Portfolio management for investment companies
- A percentage of assets under your management
No private funds