| As of Date | 05/06/2026 |
| Registration | SEC, Approved, 03/26/2024 |
| ADV Location | CHICAGO, IL, United States |
| Contact Info | 312 xxxxxxx |
| AUM* | 514,797,354 -14% |
| of that, discretionary | 333,919,324 -28% |
| Number of Employees | 3 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 8,875,816 2% |
| % High Net Worth | 54.55% 21% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Selection of other advisers
- A percentage of assets under your management
No private funds