| As of Date | 01/15/2026 |
| Registration | SEC, Approved, 06/07/1984 |
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| Contact Info | 513 xxxxxxx |
| AUM* | 173,283,273 16% |
| of that, discretionary | 173,283,273 16% |
| Number of Employees | 2 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 731,153 26% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
No private funds