| Total AUM | $107.8M |
| Discretionary | $107.8M100% of AUM |
| Client Accounts | 1 |
| Avg Account Size | $107.8M |
| Employees | 5 |
| Peak AUM | $107.8MFeb 2026 |
Total AUM
$108M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $108M | +77.5% | — | — | |
| Discretionary AUM | $108M | ||||
| Total AUM | $107.8M |
| Discretionary | $107.8M |
| Employees | 5 |
| Client Accounts | 1 |
Address
210 W. BECHER ST
MILWAUKEE WI 53207
Phone
920-583-1476
Filing History
7 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$108M
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 | 1 | 0.0% | — | — |
| Avg Account Size | $108M | +77.5% | — | — | — |
| Employees | 5 | 0.0% | 0.0% | — |
| AUM / Employee | $22M | +77.5% | — | — |
Client AUM Segments | |||||
| Fund / Pooled AUM | $108M | +77.5% | — | — | — |
Client Count Segments | |||||
| Pooled / Fund | 1 | 0.0% | — | — | — |