| As of Date | 03/05/2025 |
| ADV Location | MILWAUKEE, WI, United States |
| Adviser Type - An investment adviser (or subadviser) to an investment company | |
| Number of Employees | 2 |
| of those in investment advisory functions | 2 |
| Registration | SEC, Approved, 01/12/2007 |
|
|
|
| AUM* | 56,014,915 16% |
| of that, discretionary | 56,014,915 16% |
| Private Fund GAV* | 0 -100% |
| Avg Account Size | 3,294,995 16% |
| SMA’s | Yes |
| Private Funds | 0 1 |
| Contact Info | (41 xxxxxxx |
| Websites |
- Individuals (other than high net worth individuals)
- Investment companies
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- A percentage of assets under your management