Adviser Profile

As of Date 03/10/2026
Registration SEC, Approved, 03/11/1993
ADV Location MILWAUKEE, WI, United States
Contact Info 414 xxxxxxx
Websites
AUM* 1,876,936,306 51%
of that, discretionary 1,876,936,306 51%
Number of Employees 11
of those in investment advisory functions 5
Private Fund GAV* 0
Avg Account Size 2,946,525 43%
% High Net Worth 62.32% 17%
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
- Corporations or other businesses not listed above
- Other

Advisory Activities

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

Compensation Arrangments

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

Reported AUM

2B 2B 1B 1B 804M 536M 268M
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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