Adviser Profile
| As of Date | 05/27/2026 |
| Registration | SEC, Approved, 04/07/2023 |
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| ADV Location | GLENCOE, IL, United States |
| Contact Info | 312 xxxxxxx |
| Websites |
| AUM* | 225,291,284 70% |
| of that, discretionary | 225,291,284 85% |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 807,496 14% |
| % High Net Worth | 100.00% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- High net worth individuals
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Reported AUM
225M
193M
161M
129M
97M
64M
32M
2023
2024
2025
2026
Private Funds
No private funds