| As of Date | 05/15/2026 |
| Registration | SEC, Approved, 05/30/2025 |
| ADV Location | MASON, OH, United States |
| Contact Info | (51 xxxxxxx |
| Websites |
| AUM* | 0 |
| of that, discretionary | 0 |
| Number of Employees | 10 -17% |
| of those in investment advisory functions | 4 -33% |
| Private Fund GAV* | 0 |
| SMA’s | No |
| Private Funds | 0 |
- Financial planning services
- Selection of other advisers
- Educational seminars/workshops
- A percentage of assets under your management
No private funds