Adviser Profile
| As of Date | 03/27/2026 |
| Registration | SEC, Approved, 05/01/2025 |
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| Former registrations | |
| ADV Location | IOWA CITY, IA, United States |
| Contact Info | 319 xxxxxxx |
| Websites |
| AUM* | 172,843,118 24% |
| of that, discretionary | 172,843,118 24% |
| Number of Employees | 3 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 315,407 9% |
| % High Net Worth | 28.67% 4% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Corporations or other businesses not listed above
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
173M
148M
123M
99M
74M
49M
25M
2025
2026
Private Funds
No private funds