Adviser Profile

As of Date 03/27/2026
Registration SEC, Approved, 01/10/2018
ADV Location CORALVILLE, IA, United States
Contact Info 319 xxxxxxx
Websites
AUM* 278,484,000 56%
of that, discretionary 278,484,000 56%
Number of Employees 2
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 231,877 -7%
% High Net Worth 33.09% 101%
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

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

278M 239M 199M 159M 119M 80M 40M
2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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Brochure Summary