| As of Date | 07/08/2026 |
| Registration | SEC, Approved, 12/03/2025 |
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| ADV Location | SCHAUMBURG, IL, United States |
| Contact Info | 847 xxxxxxx |
| Websites |
| AUM* | 129,000,000 |
| of that, discretionary | 129,000,000 |
| Number of Employees | 4 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 281,659 |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
- A percentage of assets under your management
No private funds