| As of Date | 10/01/2026 |
| Registration | SEC, Approved, 07/19/2024 |
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| ADV Location | CHICAGO, IL, United States |
| Contact Info | 630 xxxxxxx |
| Websites |
| AUM* | 339,850,200 87288% |
| of that, discretionary | 339,850,200 87288% |
| Number of Employees | 6 200% |
| of those in investment advisory functions | 5 150% |
| Private Fund GAV* | 0 |
| Avg Account Size | 2,360,071 11430% |
| % High Net Worth | 76.39% 100% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Financial planning services
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
No private funds