| As of Date | 02/05/2026 |
| Registration | SEC, Approved, 07/01/2024 |
| ADV Location | WHEATON, IL, United States |
| Contact Info | 630 xxxxxxx |
| AUM* | 346,051,270 345951% |
| of that, discretionary | 346,051,270 345951% |
| Number of Employees | 2 100% |
| of those in investment advisory functions | 2 100% |
| Private Fund GAV* | 0 |
| Avg Account Size | 346,051,270 345951% |
| SMA’s | No |
| Private Funds | 0 |
- Investment companies
- Portfolio management for investment companies
- A percentage of assets under your management
No private funds