| As of Date | 03/12/2026 |
| Registration | SEC, Approved, 08/16/2024 |
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| ADV Location | CHICAGO, IL, United States |
| Contact Info | (31 xxxxxxx |
| Websites |
| AUM* | 531,547,477 162% |
| of that, discretionary | 531,084,165 162% |
| Number of Employees | 5 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,398,809 -29% |
| % High Net Worth | 93.10% 23% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- 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
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name DEMARCO SCIACCOTTA WILKENS & DUNLEAVY CPAS AND ADVISORS | Filing Date06/10/2025 | Form ADV-E View Report |