| As of Date | 03/30/2026 |
| Registration | SEC, Approved, 09/03/2025 |
| ADV Location | CARY, IL, United States |
| Contact Info | 815 xxxxxxx |
| Websites |
| AUM* | 45,732,772 |
| of that, discretionary | 45,732,772 |
| Number of Employees | 3 200% |
| of those in investment advisory functions | 2 100% |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,693,806 |
| % High Net Worth | 3.70% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
No private funds