Adviser Profile
| As of Date | 04/14/2026 |
| Registration | SEC, Approved, 04/06/2026 |
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| Former registrations | |
| ADV Location | CHICAGO, IL, United States |
| Contact Info | 872 xxxxxxx |
| Websites |
| AUM* | 120,000,000 |
| of that, discretionary | 115,000,000 |
| Number of Employees | 4 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 324,324 |
| % High Net Worth | 100.00% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- High net worth individuals
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
Reported AUM
115M
99M
82M
66M
49M
33M
16M
2026
Private Funds
No private funds