| As of Date | 03/13/2026 |
| Registration | SEC, 120-Day Approval, 11/20/2025 |
| ADV Location | NORTH LIBERTY, IA, United States |
| Contact Info | 319 xxxxxxx |
| Websites |
| AUM* | 142,735,811 |
| of that, discretionary | 142,735,811 |
| Number of Employees | 2 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 696,272 |
| % High Net Worth | 25.98% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Other investment advisers
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
No private funds