INVESTMENT MANAGEMENT CONSULTANTS

Advisory Business

Type of Organization	Corporation
Fiscal Year End	DECEMBER
Legal Location	Nevada, United States

Employees

Total Number of Employees	2
Investment Advisory/Research	2
Registered Broker-Dealer Representatives	0
Registered State Investment Advisers	0
Licensed Agents of an Insurance Company	0
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	388	$111.3M
Non-Discretionary	6	$217.5M
Total	394	$328.8M

Clients

Type	Number	RAUM
Individuals	136	$34.8M
HNW Individuals	25	$76.5M
Banking or thrift institutions	0	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	<5	$2.2M
Charitable organizations	0	$0
State or municipal gov entities	0	$0
Other investment advisers	0	$0
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	0	$0
Other	5	$215.2M

Type	Number
No. of Non-RAUM Clients	0
No. of Non-U.S. Clients	0

Services

Advisory Services	Portfolio management for individuals and/or small businessesPortfolio management for pooled investment vehiclesPension consulting services401(K)/403(B)
Compensation	% of AUMHourly chargesFixed fees

Identifiers

SEC RIA File Number	801-122373
SEC ERA File Number	801-122373
SEC CIK Numbers	None
SEC CRD Numbers	122718
Legal Entity Identifier	None

Principal Office

7390 W. SAHARA AVENUE
SUITE 290
LAS VEGAS
NV
United States

Chief Compliance Officer

No. Employees, Historic

RAUM, Historic

No. Clients, Historic