| As of Date | 03/26/2026 |
| Registration | SEC, Approved, 01/14/2022 |
| ADV Location | NORTHBROOK, IL, United States |
| Contact Info | 1-8 xxxxxxx |
| Websites |
| AUM* | 927,416,394 63% |
| of that, discretionary | 927,416,394 63% |
| Number of Employees | 3 |
| of those in investment advisory functions | 3 200% |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,840,112 11% |
| % High Net Worth | 71.70% -14% |
| SMA’s | No |
| 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
- Selection of other advisers
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds