Adviser Profile
| As of Date | 05/13/2026 |
| Registration | SEC, Approved, 05/15/2026 |
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| Former registrations | |
| ADV Location | MILWAUKEE, WI, United States |
| Contact Info | 414 xxxxxxx |
| Websites |
| AUM* | 3,835,474 |
| of that, discretionary | 3,835,474 |
| Number of Employees | 2 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 958,869 |
| % High Net Worth | 80.00% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- An investment adviser (or subadviser) to an investment company
Client Types
- High net worth individuals
Advisory Activities
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
4M
3M
3M
2M
2M
1M
548K
2026
Private Funds
No private funds