| As of Date | 06/09/2026 |
| Registration | SEC, Approved, 05/06/2025 |
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| ADV Location | CHICAGO, IL, United States |
| Contact Info | 888 xxxxxxx |
| Websites |
| AUM* | 1,400,000,000 |
| of that, discretionary | 0 |
| Number of Employees | 2 -33% |
| of those in investment advisory functions | 1 -50% |
| Private Fund GAV* | 0 |
| Avg Account Size | 700,000,000 |
| SMA’s | No |
| Private Funds | 0 |
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds