| As of Date | 09/15/2026 |
| Registration | SEC, 120-Day Approval, 05/15/2026 |
| ADV Location | NAPERVILLE, IL, United States |
| Contact Info | 630 xxxxxxx |
| Websites |
| AUM* | 756,604,853 |
| of that, discretionary | 650,900,681 |
| Number of Employees | 16 |
| of those in investment advisory functions | 6 |
| Private Fund GAV* | 0 |
| Avg Account Size | 410,084 |
| % High Net Worth | 39.22% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Corporations or other businesses not listed above
- 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
- Fixed fees (other than subscription fees)
- Commissions
No private funds