Adviser Profile
| As of Date | 09/14/2026 |
| Registration | SEC, Approved, 03/16/2026 |
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| Former registrations | |
| ADV Location | MILFORD, OH, United States |
| Contact Info | 740 xxxxxxx |
| Websites |
| AUM* | 130,379,569 |
| of that, discretionary | 129,424,914 |
| Number of Employees | 4 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 219,864 |
| % High Net Worth | 21.56% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
129M
111M
92M
74M
55M
37M
18M
2025
2026
Private Funds
No private funds