| As of Date | 03/18/2025 |
| Registration | SEC, Approved, 10/03/2008 |
| ADV Location | APPLETON, WI, United States |
| Contact Info | 920 xxxxxxx |
| Websites |
| AUM* | 22,165,985 |
| of that, discretionary | 22,165,985 |
| Private Fund GAV* | 0 |
| Avg Account Size | 213,134 |
| SMA’s | Yes |
| Private Funds | 0 |
Number of Employees 4
of those in investment advisory functions 4
No private funds
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name WIPFLI, LLP | Filing Date07/21/2023 | Form ADV-E View Report |
| Accounting Firm Name WIPFLI, LLP | Filing Date04/10/2023 | Form ADV-E View Report |