Adviser Profile
| As of Date | 03/16/2026 |
| Registration | Wisconsin, Approved, 05/20/2025 |
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| Former registrations | |
| ADV Location | WAUWATOSA, WI, United States |
| Contact Info | 414 xxxxxxx |
| Websites |
| AUM* | 79,271,096 17% |
| of that, discretionary | 61,719,978 9% |
| Number of Employees | 5 25% |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 463,574 85% |
| % High Net Worth | 3.51% -15% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
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
- Publication of periodicals or newsletters
- Educational seminars/workshops
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
1
1
1
1
Private Funds
No private funds