| As of Date | 03/31/2026 |
| Registration | SEC, Approved, 12/13/2024 |
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| Former registrations | |
| ADV Location | LEE'S SUMMIT, MO, United States |
| Contact Info | 877 xxxxxxx |
| Websites |
| AUM* | 135,700,708 67% |
| of that, discretionary | 135,700,708 67% |
| Number of Employees | 4 |
| of those in investment advisory functions | 2 -33% |
| Private Fund GAV* | 0 |
| Avg Account Size | 135,700,708 67% |
| SMA’s | No |
| Private Funds | 0 |
- Investment companies
- Portfolio management for investment companies
- A percentage of assets under your management
No private funds