| As of Date | 07/29/2026 |
| Registration | SEC, Approved, 03/05/2018 |
|
|
|
| ADV Location | GENESEO, IL, United States |
| Contact Info | 309 xxxxxxx |
| Websites |
| AUM* | 779,162,589 23% |
| of that, discretionary | 779,162,589 23% |
| Number of Employees | 14 -13% |
| of those in investment advisory functions | 10 -9% |
| Private Fund GAV* | 0 |
| Avg Account Size | 195,328 -56% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
No private funds