Adviser Profile
| As of Date | 10/16/2026 |
| Registration | SEC, Approved, 05/07/2026 |
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| Former registrations | |
| ADV Location | HINSDALE, IL, United States |
| Contact Info | 312 xxxxxxx |
| Websites |
| AUM* | 456,002,233 |
| of that, discretionary | 456,002,233 |
| Number of Employees | 4 |
| of those in investment advisory functions | 4 |
| Private Fund GAV* | 0 |
| Avg Account Size | 4,514,874 |
| % High Net Worth | 94.59% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- High net worth individuals
- Charitable organizations
- Other investment advisers
Advisory Activities
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Compensation Arrangments
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Reported AUM
317M
272M
227M
181M
136M
91M
45M
2026
Private Funds
No private funds