| Total AUM | $410.5M |
| Discretionary | $410.5M100% of AUM |
| Client Accounts | 1,403 |
| Avg Account Size | $293K |
| Employees | 6 |
| Peak AUM | $410.5MFeb 2026 |
Total AUM
$410M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $410M | +13.1% | +11.7% | +11.6% | |
| Discretionary AUM | |||||
| Total AUM | $410.5M |
| Discretionary | $410.5M |
| Employees | 6 |
| Client Accounts | 1403 |
| Client Range | 251-500 |
Address
727 CORMIER ROAD
GREEN BAY WI 54303
Phone
920-434-5310
Filing History
57 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$410M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
| $410M |
| +13.1% |
| +11.7% |
| +11.6% |
| Total Accounts | 1k | +4.9% | +4.5% | 1.5% |
| Avg Account Size | $292,576.238 | +7.8% | +6.9% | +13.3% |
| Employees | 6 | 0.0% | 0.0% | 5.6% |
| AUM / Employee | $68M | +13.1% | +11.7% | +18.2% |
Client AUM Segments | |||||
| Wealth AUM | $410M | +13.1% | +11.7% | +11.6% | |
Client Count Segments | |||||
| HNW Clients | 249 | 5.7% | 1.8% | 0.2% | |
| Individuals | 121 | +9.0% | +9.2% | +6.3% | |