| As of Date | 03/24/2026 |
| Registration | SEC, Approved, 03/24/1997 |
| ADV Location | BROOKFIELD, WI, United States |
| Contact Info | 262 xxxxxxx |
| AUM* | 296,946,819 39% |
| of that, discretionary | 227,360,071 49% |
| Number of Employees | 3 |
| of those in investment advisory functions | 3 50% |
| Private Fund GAV* | 0 |
| Avg Account Size | 765,327 39% |
| % High Net Worth | 31.70% 108% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees