| Total AUM | $37.9M |
| Discretionary | $37.9M100% of AUM |
| Client Accounts | 1 |
| Avg Account Size | $37.9M |
| Employees | 2 |
| Peak AUM | $51.4MJan 2023 |
| AUM CAGR | +212.0% /yrover 4 yrs · 8 filings |
Total AUM
$38M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $38M | +40.4% | 9.2% | — | |
| Discretionary AUM | $38M | ||||
| Total AUM | $37.9M |
| Discretionary | $37.9M |
| Employees | 2 |
| Client Accounts | 1 |
Address
435 N BROADWAY
DE PERE WI 54115
Phone
(561) 371-1303
Filing History
8 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$38M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
| +40.4% |
| 9.2% |
| — |
| Total Accounts | 1 | 0.0% | 0.0% | — |
| Avg Account Size | $38M | +40.4% | 9.2% | — |
| Employees | 2 | 0.0% | 0.0% | 0.0% |
| AUM / Employee | $19M | +40.4% | 9.2% | — |
Client AUM Segments | |||||
| Fund / Pooled AUM | $38M | +40.4% | 9.2% | — | |
Client Count Segments | |||||
| Pooled / Fund | 1 | 0.0% | 0.0% | 0.0% | |