| Total AUM | $439.3M |
| Discretionary | $424.9M97% of AUM |
| Non-Discretionary | $14.5M |
| Client Accounts | 1,447 |
| Avg Account Size | $304K |
| Employees | 8 |
| Peak AUM | $439.3MMar 2025 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $439M | +17.5% | +9.9% | +9.0% | |
| Discretionary AUM | |||||
| Total AUM | $439.3M |
| Discretionary | $424.9M |
| Employees | 8 |
| Client Accounts | 1447 |
| Client Range | 251-500 |
Address
633 E. HENRY CLAY STREET
WHITEFISH BAY WI 53217
Phone
414-727-8181
Filing History
48 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$425M
96.7% of AUM
Non-Discretionary
$14M
3.3% of AUM
Disc. mix ▲ 0.4pp vs 1 year ago
Custody
No related registrations reported
| +6.5% /yrover 24 yrs · 48 filings |
Total AUM
$439M
| $425M |
| +18.0% |
| +10.9% |
| +9.5% |
| Non-Disc. AUM | $14M | +5.0% | 9.2% | 2.2% |
| Total Accounts | 1k | +3.7% | +49.1% | +25.6% |
| Avg Account Size | $303,617.921 | +13.3% | 26.3% | 13.2% |
| Employees | 8 | 0.0% | 0.0% | 0.0% |
| AUM / Employee | $55M | +17.5% | +9.9% | +9.0% |
Client AUM Segments | |||||
| Wealth AUM | $438M | +17.5% | +9.9% | +9.0% | |
| Institutional AUM | $1M | — | — | — | — |
| Other AUM | $459,258 | 62.2% | 24.2% | 14.0% | |
Client Count Segments | |||||
| HNW Clients | 360 | +0.6% | +1.5% | 1.2% | |
| Individuals | 111 | +11.0% | +7.2% | +7.6% | |