| As of Date | 03/17/2026 |
| Registration | SEC, Approved, 04/12/2002 |
| ADV Location | MOLINE, IL, United States |
| Contact Info | 309 xxxxxxx |
| Websites |
| AUM* | 1,371,859,808 26% |
| of that, discretionary | 1,347,331,521 27% |
| Number of Employees | 28 4% |
| of those in investment advisory functions | 12 20% |
| Private Fund GAV* | 0 |
| Avg Account Size | 452,460 37% |
| % High Net Worth | 35.64% 8% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds