| As of Date | 02/18/2026 |
| Registration | SEC, Approved, 11/06/2024 |
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| ADV Location | OAK BROOK, IL, United States |
| Contact Info | (63 xxxxxxx |
| Websites |
| AUM* | 1,209,198,018 |
| of that, discretionary | 1,111,693,596 |
| Number of Employees | 19 6% |
| of those in investment advisory functions | 9 13% |
| Private Fund GAV* | 0 |
| Avg Account Size | 278,296 |
| % High Net Worth | 13.66% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small 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