| As of Date | 05/01/2026 |
| Registration | SEC, 120-Day Approval, 01/02/2026 |
| ADV Location | ST. CHARLES, IL, United States |
| Contact Info | 630 xxxxxxx |
| Websites |
| AUM* | 211,482,938 |
| of that, discretionary | 210,963,088 |
| Number of Employees | 3 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 409,851 |
| % High Net Worth | 28.81% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds