Adviser Profile
| As of Date | 04/30/2026 |
| Registration | Wisconsin, Approved, 09/22/2023 |
| Former registrations | |
| ADV Location | OSHKOSH, WI, United States |
| Contact Info | 920 xxxxxxx |
| Websites |
| AUM* | 111,533,034 |
| of that, discretionary | 111,533,034 |
| Number of Employees | 3 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 217,413 |
| % High Net Worth | 5.48% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Corporations or other businesses not listed above
Advisory Activities
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
112M
96M
80M
64M
48M
32M
16M
2026
Private Funds
No private funds