Adviser Profile

As of Date 03/26/2026
Registration SEC, Approved, 01/03/2017
Other registrations (2)
ADV Location MADISON, WI, United States
Contact Info 608 xxxxxxx
Websites
AUM* 366,642,843 33%
of that, discretionary 366,642,843 33%
Number of Employees 6 100%
of those in investment advisory functions 3 50%
Private Fund GAV* 0
Avg Account Size 411,496 37%
% High Net Worth 38.11% -7%
SMA’s Yes
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

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

367M 314M 262M 210M 157M 105M 52M
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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