Adviser Profile

As of Date 02/27/2026
Registration SEC, Approved, 09/21/2023
Other registrations (1)
Contact Info 847 xxxxxxx
Websites
AUM* 780,800,000 84%
of that, discretionary 777,500,000 84%
Number of Employees 7 40%
of those in investment advisory functions 5 67%
Private Fund GAV* 0
Avg Account Size 1,613,223 5%
% High Net Worth 85.44% 1%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

778M 666M 555M 444M 333M 222M 111M
2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary