| As of Date | 09/03/2026 |
| Registration | SEC, Approved, 03/28/2025 |
|
|
|
| Contact Info | 715 xxxxxxx |
| Websites |
| AUM* | 122,688,111 |
| of that, discretionary | 120,787,118 100% |
| Number of Employees | 4 |
| of those in investment advisory functions | 4 |
| Private Fund GAV* | 0 |
| Avg Account Size | 339,856 |
| % High Net Worth | 35.71% |
| 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
- A percentage of assets under your management
No private funds