| As of Date | 02/06/2026 |
| Registration | SEC, Approved, 06/23/1999 |
| ADV Location | EAGLE, ID, United States |
| Contact Info | 208 xxxxxxx |
| Websites |
| AUM* | 345,801,223 31% |
| of that, discretionary | 345,798,568 31% |
| Number of Employees | 6 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 447,350 46% |
| % High Net Worth | 42.14% 24% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
No private funds