| As of Date | 02/14/2026 |
| Registration | SEC, Approved, 10/25/2024 |
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| Former registrations | |
| ADV Location | TINLEY PARK, IL, United States |
| Contact Info | 708 xxxxxxx |
| Websites |
| AUM* | 141,924,737 34% |
| of that, discretionary | 141,880,269 35% |
| Number of Employees | 2 -33% |
| of those in investment advisory functions | 2 -33% |
| Private Fund GAV* | 0 |
| Avg Account Size | 264,292 22% |
| % High Net Worth | 35.87% 10% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
- Educational seminars/workshops
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds