| As of Date | 09/09/2026 |
| Registration | SEC, Approved, 03/17/2025 |
|
|
|
| ADV Location | CHICAGO, IL, United States |
| Contact Info | 734 xxxxxxx |
| Websites |
| AUM* | 530,188,760 |
| of that, discretionary | 231,667,260 |
| Number of Employees | 18 500% |
| of those in investment advisory functions | 17 750% |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,985,726 |
| % High Net Worth | 88.89% |
| SMA’s | No |
| Private Funds | 0 |
- High net worth individuals
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds