| As of Date | 09/09/2026 |
| Registration | SEC, Approved, 03/25/2026 |
|
|
|
| ADV Location | MUNDELEIN, IL, United States |
| Contact Info | 847 xxxxxxx |
| Websites |
| AUM* | 481,483,347 |
| of that, discretionary | 481,483,347 |
| Number of Employees | 15 |
| of those in investment advisory functions | 13 |
| Private Fund GAV* | 0 |
| Avg Account Size | 700,849 |
| % High Net Worth | 21.83% |
| 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
- 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