Adviser Profile
| As of Date | 06/23/2026 |
| Registration | SEC, Approved, 05/01/2025 |
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| Former registrations | |
| ADV Location | GLENVIEW, IL, United States |
| Contact Info | 312 xxxxxxx |
| Websites |
| AUM* | 3,313,938,316 196% |
| of that, discretionary | 4,498,919 153% |
| Number of Employees | 32 88% |
| of those in investment advisory functions | 7 133% |
| Private Fund GAV* | 0 |
| Avg Account Size | 3,606,026 -26% |
| % High Net Worth | 10.00% -50% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- High net worth individuals
- Other investment advisers
Advisory Activities
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
3B
3B
2B
2B
1B
946M
473M
2025
2026
Private Funds
No private funds