Adviser Profile
| As of Date | 03/30/2026 |
| Registration | SEC, Approved, 12/10/2024 |
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| Former registrations | |
| ADV Location | FREEPORT, IL, United States |
| Contact Info | 815 xxxxxxx |
| Websites |
| AUM* | 337,658,673 186% |
| of that, discretionary | 292,381,105 256% |
| Number of Employees | 9 350% |
| of those in investment advisory functions | 7 250% |
| Private Fund GAV* | 0 |
| Avg Account Size | 287,125 11% |
| % High Net Worth | 17.72% -27% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Corporations or other businesses not listed above
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
292M
251M
209M
167M
125M
84M
42M
2024
2025
2026
Private Funds
No private funds