| As of Date | 03/24/2026 |
| Registration | SEC, Approved, 05/22/2001 |
| ADV Location | MOLINE, IL, United States |
| Contact Info | 563 xxxxxxx |
| Websites |
| AUM* | 407,964,628 32% |
| of that, discretionary | 407,964,628 32% |
| Number of Employees | 8 14% |
| of those in investment advisory functions | 6 |
| Private Fund GAV* | 0 |
| Avg Account Size | 546,869 61% |
| % High Net Worth | 33.91% -6% |
| 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
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- A percentage of assets under your management
No private funds