| As of Date | 03/25/2026 |
| Registration | SEC, Approved, 04/01/2014 |
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| ADV Location | WEST BEND, WI, United States |
| Contact Info | 262 xxxxxxx |
| AUM* | 126,107,540 18% |
| of that, discretionary | 126,107,540 18% |
| Number of Employees | 2 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 241,585 16% |
| % High Net Worth | 20.54% 38% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds