Company Profile

As of Date 09/22/2026
ADV Location United States, IL
Websites
AUM* 100,440,000
of that, discretionary 98,952,000 100%
Number of Employees 3 100%
of those in investment advisory functions 2 100%
Private Fund GAV* 0
Avg Account Size 403,373
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

108M 92M 77M 61M 46M 31M 15M
2018 2019 2020
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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