| As of Date | 05/29/2026 |
| Registration | SEC, Approved, 12/10/2024 |
| ADV Location | CHICAGO, IL, United States |
| Contact Info | (31 xxxxxxx |
| Websites |
| AUM* | 2 |
| of that, discretionary | 2 |
| Number of Employees | 10 150% |
| of those in investment advisory functions | 3 100% |
| Private Fund GAV* | 0 |
| Avg Account Size | 2 |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
- Subscription fees (for a newsletter or periodical)
No private funds