| As of Date | 02/18/2026 |
| Registration | SEC, Approved, 04/15/2022 |
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| ADV Location | CHICAGO, IL, United States |
| Contact Info | 773 xxxxxxx |
| Websites |
| AUM* | 193,676,494 23% |
| of that, discretionary | 185,876,045 25% |
| Number of Employees | 3 50% |
| of those in investment advisory functions | 3 50% |
| Private Fund GAV* | 0 |
| Avg Account Size | 431,351 17% |
| % High Net Worth | 41.55% 9% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- 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
No private funds