Adviser Profile
| As of Date | 03/31/2026 |
| Registration | SEC, Approved, 03/31/2026 |
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| Former registrations | |
| ADV Location | PEWAUKEE, WI, United States |
| Contact Info | 262 xxxxxxx |
| AUM* | 133,609,468 |
| of that, discretionary | 131,635,875 |
| Number of Employees | 5 |
| of those in investment advisory functions | 5 |
| Private Fund GAV* | 0 |
| Avg Account Size | 573,431 |
| % High Net Worth | 15.88% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
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
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees
Reported AUM
132M
113M
94M
75M
56M
38M
19M
2025
2026
Private Funds
No private funds