Adviser Profile
| As of Date | 03/11/2026 |
| Registration | SEC, Approved, 09/25/2024 |
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| Former registrations | |
| ADV Location | LAKE GENEVA, WI, United States |
| Contact Info | 262 xxxxxxx |
| Websites |
| AUM* | 1,055,571,284 13% |
| of that, discretionary | 1,004,290,018 14% |
| Number of Employees | 16 14% |
| of those in investment advisory functions | 8 |
| Private Fund GAV* | 0 |
| Avg Account Size | 387,508 9% |
| % High Net Worth | 17.88% -3% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Business development companies
- Pension and profit sharing plans
- Charitable organizations
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
- Educational seminars/workshops
Compensation Arrangments
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Reported AUM
1B
861M
717M
574M
430M
287M
143M
2024
2025
2026
Private Funds
No private funds