Adviser Profile
| As of Date | 12/11/2020 |
| Registration status | Terminated |
| ADV Location | DECATUR, IL, United States |
| AUM* | 108,204,922 |
| of that, discretionary | 107,500,000 |
| Number of Employees | 6 |
| of those in investment advisory functions | 4 |
| Private Fund GAV* | 0 |
| Avg Account Size | 201,499 |
| % High Net Worth | 10.48% |
| SMA’s | Yes |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
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
Private Funds
No private funds