| As of Date | 02/09/2026 |
| Registration | SEC, Approved, 09/26/2000 |
| ADV Location | OMAHA, NE, United States |
| Contact Info | 402 xxxxxxx |
| Websites |
| AUM* | 346,958,057 18% |
| of that, discretionary | 324,591,274 18% |
| Number of Employees | 2 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 2,798,049 17% |
| % High Net Worth | 46.77% 10% |
| 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
- Portfolio management for businesses
- A percentage of assets under your management
- Hourly charges
No private funds