Adviser Profile

As of Date 04/23/2026
Registration Indiana, Approved, 05/28/2026
Contact Info (46 xxxxxxx
Websites
AUM* 0
of that, discretionary 0
Number of Employees 1
of those in investment advisory functions 1
Private Fund GAV* 0
SMA’s No
Private Funds 0

Adviser Type

Client Types

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

1 1 1 1
Discretionary
Non-discretionary

Private Funds

No private funds

Employees