| Total AUM | $103.6M |
| Discretionary | $103.6M100% of AUM |
| Client Accounts | 488 |
| Avg Account Size | $212K |
| Employees | 28 |
| Peak AUM | $103.6MMar 2026 |
Total AUM
$104M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $104M | +109.7% | — | — | |
| Discretionary AUM | $104M | ||||
| Total AUM | $103.6M |
| Discretionary | $103.6M |
| Employees | 28 |
| Client Accounts | 488 |
| Client Range | 0 |
Address
2015 GRAND AVENUE
DES MOINES IA 50312
Phone
515-207-3310
Filing History
23 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$104M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
No related registrations reported
| — |
| — |
| Total Accounts | 488 | 27.4% | — | — |
| Avg Account Size | $212,295.082 | +188.8% | — | — |
| Employees | 28 | +64.7% | +170.1% | — |
| AUM / Employee | $4M | +27.3% | — | — |
Client AUM Segments | |||||
| Wealth AUM | $104M | +109.7% | — | — | |
Client Count Segments | |||||
| HNW Clients | 360 | +85.6% | — | — | |
| Individuals | 128 | +26.7% | — | — | |