| As of Date | 09/21/2026 |
| Registration | SEC, Approved, 01/11/2018 |
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| ADV Location | CHICAGO, IL, United States |
| Contact Info | 312 xxxxxxx |
| Websites |
| AUM* | 4,823,333,873 37% |
| of that, discretionary | 4,814,872,290 37% |
| Number of Employees | 18 29% |
| of those in investment advisory functions | 12 20% |
| Private Fund GAV* | 0 |
| Avg Account Size | 2,079,920 9% |
| % High Net Worth | 53.10% 6% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name PLANTE MORAN | Filing Date09/08/2026 | Form ADV-E View Report |
| Accounting Firm Name PLANTE MORAN | Filing Date08/08/2025 | Form ADV-E View Report |