Adviser Profile
| As of Date | 07/24/2026 |
| Registration | SEC, Approved, 04/06/2026 |
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| Former registrations | |
| ADV Location | MADISON, WI, United States |
| Contact Info | 608 xxxxxxx |
| Websites |
| AUM* | 115,343,421 |
| of that, discretionary | 115,343,421 |
| Number of Employees | 6 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 189,710 |
| % High Net Worth | 14.38% |
| SMA’s | No |
| Private Funds | 1 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
Reported AUM
115M
99M
82M
66M
49M
33M
16M
2026
Private Funds
Employees
Private Funds Structure
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|---|---|---|
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