| As of Date | 06/24/2026 |
| Registration | SEC, 120-Day Approval, 02/27/2026 |
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| ADV Location | WINNETKA, IL, United States |
| Contact Info | 773 xxxxxxx |
| Websites |
| AUM* | 484,088,810 |
| of that, discretionary | 466,694,778 |
| Number of Employees | 3 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 4,482,304 |
| % High Net Worth | 61.11% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- A percentage of assets under your management
No private funds