Adviser Profile

As of Date 02/25/2026
Registration SEC, Approved, 03/25/2021
Other registrations (2)
ADV Location VICTOR, ID, United States
Contact Info (31 xxxxxxx
Websites
AUM* 174,172,887 17%
of that, discretionary 174,172,887 17%
Number of Employees 2
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 1,018,555 -3%
% High Net Worth 82.76% -14%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

174M 149M 124M 100M 75M 50M 25M
2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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Brochure Summary