| As of Date | 03/09/2026 |
| Registration | SEC, Approved, 11/18/2008 |
| ADV Location | WESTLAKE, OH, United States |
| Contact Info | 440 xxxxxxx |
| Websites |
| AUM* | 563,404,004 18% |
| of that, discretionary | 541,947,638 19% |
| Number of Employees | 7 |
| of those in investment advisory functions | 6 |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,126,808 -29% |
| % High Net Worth | 40.43% 7% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Selection of other advisers
- Educational seminars/workshops
- A percentage of assets under your management
- Hourly charges
No private funds