| As of Date | 03/25/2026 |
| Registration | SEC, Approved, 05/16/2017 |
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| ADV Location | NORTHBROOK, IL, United States |
| Contact Info | 847 xxxxxxx |
| Websites |
| AUM* | 373,663,197 32% |
| of that, discretionary | 373,663,197 32% |
| Number of Employees | 7 17% |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 685,621 38% |
| % High Net Worth | 61.83% -1% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Publication of periodicals or newsletters
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds