| As of Date | 02/20/2026 |
| Registration | SEC, Approved, 02/12/1982 |
| ADV Location | MILWAUKEE, WI, United States |
| Contact Info | 414 xxxxxxx |
| AUM* | 564,847,487 25% |
| of that, discretionary | 16,598,568 55% |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 8,825,742 40% |
| % High Net Worth | 83.87% -3% |
| SMA’s | Yes |
| Private Funds | 0 |
- High net worth individuals
- Charitable organizations
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds