Adviser Profile
| As of Date | 10/10/2025 |
| Registration status | Terminated |
| ADV Location | ELYRIA, OH, United States |
| Contact Info | 440 xxxxxxx |
| AUM* | 18,343,131 4% |
| of that, discretionary | 18,343,131 75% |
| Number of Employees | 2 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 130,093 3% |
| % High Net Worth | 4.96% -1% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
Advisory Activities
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
1
1
1
1
Private Funds
No private funds