| As of Date | 03/12/2026 |
| Registration | SEC, Approved, 02/16/2021 |
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| ADV Location | BURR RIDGE, IL, United States |
| Contact Info | 630 xxxxxxx |
| Websites |
| AUM* | 221,830,752 16% |
| of that, discretionary | 221,830,752 16% |
| Number of Employees | 4 |
| of those in investment advisory functions | 4 |
| Private Fund GAV* | 0 |
| Avg Account Size | 416,975 22% |
| % High Net Worth | 13.35% 156% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
- Performance-based fees
No private funds