Adviser Profile

As of Date 02/18/2026
Registration SEC, Approved, 04/04/1975
ADV Location MEQUON, WI, United States
Contact Info 262 xxxxxxx
Websites
AUM* 250,005,853 36%
of that, discretionary 250,005,853 36%
Number of Employees 2
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 1,923,122 6%
% High Net Worth 67.71% 3%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Other

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

250M 214M 179M 143M 107M 71M 36M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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