| As of Date | 09/09/2026 |
| Registration | SEC, Approved, 03/10/2026 |
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| ADV Location | MADISON, WI, United States |
| Contact Info | 608 xxxxxxx |
| Websites |
| AUM* | 138,350,338 |
| of that, discretionary | 138,350,338 |
| Number of Employees | 5 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 79,193 |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers
- A percentage of assets under your management
No private funds