| As of Date | 03/31/2026 |
| Registration | SEC, Approved, 08/08/2024 |
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| ADV Location | CHICAGO, IL, United States |
| Contact Info | 1-3 xxxxxxx |
| Websites |
| AUM* | 1,004,645,681 34% |
| of that, discretionary | 1,003,935,863 34% |
| Number of Employees | 8 60% |
| of those in investment advisory functions | 7 40% |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,089,637 -11% |
| % High Net Worth | 72.33% -1% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds