| As of Date | 09/08/2026 |
| Registration | SEC, 120-Day Approval, 05/11/2026 |
| ADV Location | BOZEMAN, MT, United States |
| Contact Info | 406 xxxxxxx |
| Websites |
| AUM* | 82,041,004 |
| of that, discretionary | 81,595,559 |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 491,263 |
| % High Net Worth | 33.80% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
- A percentage of assets under your management
No private funds