| As of Date | 06/02/2026 |
| Registration | SEC, Approved, 04/14/2025 |
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| Contact Info | 316 xxxxxxx |
| Websites |
| AUM* | 325,000,000 |
| of that, discretionary | 0 |
| Number of Employees | 7 40% |
| of those in investment advisory functions | 6 20% |
| Private Fund GAV* | 0 |
| Avg Account Size | 3,915,663 |
| SMA’s | No |
| Private Funds | 0 |
- Pension and profit sharing plans
- Financial planning services
- Pension consulting services
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds