| As of Date | 09/05/2026 |
| Registration | SEC, Approved, 03/12/2026 |
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| ADV Location | CHEYENNE, WY, United States |
| Contact Info | 503 xxxxxxx |
| Websites |
| AUM* | 149,815,715 |
| of that, discretionary | 5,750,000 |
| Number of Employees | 12 |
| of those in investment advisory functions | 10 |
| Private Fund GAV* | 0 |
| Avg Account Size | 2,024,537 |
| % High Net Worth | 1.35% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds