Adviser Profile
| As of Date | 12/15/2025 |
| Registration | SEC, Approved, 12/03/2025 |
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| Former registrations | |
| ADV Location | MADISON, WI, United States |
| Contact Info | 608 xxxxxxx |
| AUM* | 159,553,914 |
| of that, discretionary | 159,553,914 |
| Number of Employees | 2 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,375,465 |
| % High Net Worth | 64.29% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Corporations or other businesses not listed above
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
160M
137M
114M
91M
68M
46M
23M
2025
Private Funds
No private funds