| As of Date | 05/08/2026 |
| Registration | SEC, Approved, 12/14/2000 |
| ADV Location | ST. LOUIS, MO, United States |
| Contact Info | 314 xxxxxxx |
| Websites |
| AUM* | 707,308,314 6% |
| of that, discretionary | 695,912,445 6% |
| Number of Employees | 5 |
| of those in investment advisory functions | 2 -33% |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,680,067 5% |
| % High Net Worth | 54.34% 9% |
| 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
- Portfolio management for businesses
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds