| As of Date | 08/24/2026 |
| Registration | SEC, 120-Day Approval, 09/16/2026 |
| ADV Location | VAN WERT, OH, United States |
| Contact Info | 646 xxxxxxx |
| AUM* | 0 |
| of that, discretionary | 0 |
| Number of Employees | 9 |
| of those in investment advisory functions | 9 |
| Private Fund GAV* | 0 |
| SMA’s | No |
| Private Funds | 0 |
- Financial planning services
- Pension consulting services
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds