| Total AUM | $6.08B |
| Discretionary | $6.08B100% of AUM |
| Client Accounts | 13 |
| Avg Account Size | $467.5M |
| Employees | 16 |
| Peak AUM | $6.32BJan 2025 |
| AUM CAGR | +0.1% /yrover 25 yrs · 35 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $6.1B | 3.9% | +7.6% | +5.1% | |
| Discretionary AUM | |||||
| Total AUM | $6.08B |
| Discretionary | $6.08B |
| Employees | 16 |
| Client Accounts | 13 |
Address
411 E. WISCONSIN AVE.
MILWAUKEE WI 53202-4467
Phone
414-272-4650
Filing History
35 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$6.1B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
No related registrations reported
Total AUM
$6.1B
| $6.1B |
| 3.9% |
| +7.6% |
| +5.1% |
| Total Accounts | 13 | 0.0% | 4.7% | 7.3% |
| Avg Account Size | $467M | 3.9% | +12.8% | +13.4% |
| Employees | 16 | 5.9% | +2.2% | 0.0% |
| AUM / Employee | $380M | +2.2% | +5.3% | +5.1% |
Client AUM Segments | |||||
| Wealth AUM | $8M | 6.2% | 34.7% | 22.1% | |
| Institutional AUM | $31M | 3.3% | +5.5% | 10.3% | |
| Fund / Pooled AUM | $6.0B | 3.9% | +7.7% | +5.3% | |
Client Count Segments | |||||
| Institutional | 5 | 0.0% | 0.0% | 9.0% | |
| Pooled / Fund | 4 | 0.0% | 0.0% | 0.0% | |
| Individuals | 3 | 0.0% | 15.7% | 12.9% | |