| Total AUM | $507.8M |
| Discretionary | $507.8M100% of AUM |
| Client Accounts | 616 |
| Avg Account Size | $824K |
| Employees | 4 |
| Peak AUM | $554.3MMar 2025 |
| AUM CAGR | +11.5% /yrover 6 yrs · 17 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $508M | 8.4% | +8.0% | +9.0% | |
| Discretionary AUM | $508M | ||||
| Total AUM | $507.8M |
| Discretionary | $507.8M |
| Employees | 4 |
| Client Accounts | 616 |
| Client Range | More than 500 |
Address
660 JOHN NOLEN DRIVE
MADISON WI 53713
Phone
800-279-4030
Filing History
17 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$508M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Total AUM
$508M
| 8.4% |
| +8.0% |
| +9.0% |
| Total Accounts | 616 | 0.6% | 2.5% | +11.1% |
| Avg Account Size | $824,357.42 | 7.8% | +10.8% | 1.9% |
| Employees | 4 | 0.0% | +9.8% | 4.3% |
| AUM / Employee | $127M | 8.4% | 1.6% | +13.9% |
Client AUM Segments | |||||
| Wealth AUM | $65M | +15.4% | +16.1% | +22.5% | |
| Institutional AUM | $442M | 11.1% | +7.0% | +7.6% | |
Client Count Segments | |||||
| HNW Clients | 616 | 0.3% | 2.4% | +11.3% | |
| Institutional | 2 | 0.0% | 0.0% | 0.0% | |