Adviser Profile
| As of Date | 06/25/2025 |
| Registration status | Registration Changed to SPYGLASS INVESTMENT MANAGEMENT CORPORATION |
| ADV Location | TERRE HAUTE, IN, United States |
| Contact Info | 812 xxxxxxx |
| Websites |
| AUM* | 140,011,446 |
| of that, discretionary | 137,987,657 |
| Number of Employees | 5 25% |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 186,931 |
| % High Net Worth | 16.70% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- State or municipal government entities
- Corporations or other businesses not listed above
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
Reported AUM
1
1
1
1
Private Funds
No private funds