| As of Date | 03/30/2026 |
| Registration | SEC, Approved, 12/23/1994 |
| ADV Location | SIOUX FALLS, SD, United States |
| Contact Info | 605 xxxxxxx |
| Websites |
| AUM* | 322,739,854 5% |
| of that, discretionary | 322,739,854 5% |
| Number of Employees | 3 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 3,508,042 12% |
| % High Net Worth | 58.51% 2% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
- Hourly charges
No private funds