| As of Date | 05/19/2026 |
| Registration | SEC, Approved, 07/28/2015 |
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| ADV Location | BATAVIA, IL, United States |
| Contact Info | 630 xxxxxxx |
| Websites |
| AUM* | 190,630,230 15% |
| of that, discretionary | 190,630,230 33% |
| Number of Employees | 4 -20% |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 314,571 206% |
| % High Net Worth | 17.51% 77% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- A percentage of assets under your management
- Hourly charges
No private funds