| As of Date | 05/07/2026 |
| Registration | Wisconsin, Approved, 12/13/2021 |
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| Former registrations | |
| ADV Location | MILWAUKEE, WI, United States |
| Contact Info | 610 xxxxxxx |
| Websites |
| AUM* | 0 |
| of that, discretionary | |
| Number of Employees | 1 -50% |
| of those in investment advisory functions | 1 -50% |
| Private Fund GAV* | 0 |
| % High Net Worth | 9.09% |
| SMA’s | No |
| Private Funds | 0 |
- Selection of other advisers
No private funds