| As of Date | 03/30/2026 |
| Registration | SEC, Approved, 05/14/2007 |
| ADV Location | RHINELANDER, WI, United States |
| Contact Info | 715 xxxxxxx |
| Websites |
| AUM* | 11,311,723,809 70% |
| of that, discretionary | 5,027,851,925 219% |
| Number of Employees | 30 50% |
| of those in investment advisory functions | 24 50% |
| Private Fund GAV* | 0 |
| Avg Account Size | 2,825,106 51% |
| % High Net Worth | 43.78% 25% |
| 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
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds