Adviser Profile
| As of Date | 04/15/2026 |
| Registration | Idaho, Approved, 01/01/2010 |
| ADV Location | BOISE, ID, United States |
| Contact Info | 208 xxxxxxx |
| Websites |
| AUM* | 12,796,679 94% |
| of that, discretionary | 6,187,387 167% |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 168,377 58% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Selection of other advisers
- Market timing services
- Educational seminars/workshops
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
1
1
1
1
Private Funds
No private funds