| Total AUM | $107.9M |
| Discretionary | $64.0M59% of AUM |
| Non-Discretionary | $43.9M |
| Client Accounts | 72 |
| Avg Account Size | $1.5M |
| Employees | 3 |
| Peak AUM | $430.9MMar 2002 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $108M | +7.4% | 24.9% | 21.8% | |
| Discretionary AUM | $64M | ||||
| Total AUM | $107.9M |
| Discretionary | $64.0M |
| Employees | 3 |
| Client Accounts | 72 |
| Client Range | 1-10 |
Address
5485 W GRANDE MARKET DRIVE
APPLETON WI 54913
Phone
920-731-4455
Filing History
57 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$64M
59.3% of AUM
Non-Discretionary
$44M
40.7% of AUM
Disc. mix ▲ 6.9pp vs 1 year ago
Custody
| +0.7% /yrover 25 yrs · 57 filings |
Total AUM
$108M
| +21.6% |
| 33.7% |
| 27.4% |
| Non-Disc. AUM | $44M | 8.2% | +7.6% | 3.5% |
| Total Accounts | 72 | +4.3% | 14.7% | 37.1% |
| Avg Account Size | $1M | +2.9% | 12.0% | +24.3% |
| Employees | 3 | 25.0% | 9.1% | 5.6% |
| AUM / Employee | $36M | +43.2% | 17.4% | 17.2% |
Client AUM Segments | |||||
| Wealth AUM | $108M | +7.4% | 24.9% | 21.5% | |
Client Count Segments | |||||
| Individuals | 10 | 0.0% | 26.3% | 29.6% | |